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HMSFX vs SPMPX
HMSFX vs SPMPX Comparison Chart in %
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HMSFX vs. SPMPX commentary
Sep 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HMSFX is a Buy and SPMPX is a Buy.
FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 293M vs. HMSFX (75.3M). HMSFX pays higher dividends than SPMPX: HMSFX (8.51) vs SPMPX (5.23). HMSFX was incepted earlier than SPMPX: HMSFX (12 years) vs SPMPX (6 years). SPMPX (7.73) is less costly to investors than HMSFX (1.94). SPMPX is a more actively managed with annual turnover of: 26.00 vs. HMSFX (6.00). HMSFX has a lower initial minimum investment than SPMPX: HMSFX (2500) vs SPMPX (1000000). SPMPX annual gain was more profitable for investors over the last year : 14.95 vs. HMSFX (11.02). SPMPX return over 5 years is better than : 413.53 vs. HMSFX (241.76).
| HMSFX | SPMPX | HMSFX / SPMPX | |
| Total Expense Ratio | 1.75 | 7.73 | 23% |
| Annual Report Gross Expense Ratio | 1.94 | 7.73 | 25% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -2.224 | 2.372 | -94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3M | 293M | 26% |
| Annual Yield % from dividends | 8.51 | 5.23 | 163% |
| Returns for 1 year | 11.02 | 14.95 | 74% |
| Returns for 3 years | 65.73 | 92.21 | 71% |
| Returns for 5 years | 241.76 | 413.53 | 58% |
| Returns for 10 years | 77.09 | N/A | - |
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