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HMSFX vs SPMPX
HMSFX vs SPMPX Comparison
Open Charts HMSFX vs SPMPX
HMSFX vs SPMPX Comparison Chart in %
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HMSFX vs. SPMPX commentary
Sep 14, 2026
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 Hold and SPMPX is a Hold.
FUNDAMENTALS
Fundamentals
SPMPX has more cash in the bank: 354M vs. HMSFX (79.5M). HMSFX pays higher dividends than SPMPX: HMSFX (7.47) vs SPMPX (4.48). HMSFX was incepted earlier than SPMPX: HMSFX (13 years) vs SPMPX (7 years). SPMPX (3.42) is less costly to investors than HMSFX (1.92). SPMPX is a more actively managed with annual turnover of: 25.00 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 : 42.20 vs. HMSFX (25.79). SPMPX return over 5 years is better than : 299.25 vs. HMSFX (175.50).
| HMSFX | SPMPX | HMSFX / SPMPX | |
| Total Expense Ratio | 1.76 | 3.42 | 51% |
| Annual Report Gross Expense Ratio | 1.92 | 3.42 | 56% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 23.828 | 39.409 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.5M | 354M | 22% |
| Annual Yield % from dividends | 7.47 | 4.48 | 167% |
| Returns for 1 year | 25.79 | 42.20 | 61% |
| Returns for 3 years | 73.66 | 130.23 | 57% |
| Returns for 5 years | 175.50 | 299.25 | 59% |
| Returns for 10 years | 119.64 | N/A | - |
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