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HMSFX vs SPMQX
HMSFX vs SPMQX Comparison Chart
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HMSFX vs. SPMQX commentary
May 12, 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 StrongBuy and SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.83B vs. HMSFX (79.7M). HMSFX pays higher dividends than SPMQX: HMSFX (8.48) vs SPMQX (7.16). HMSFX was incepted earlier than SPMQX: HMSFX (11 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than HMSFX (1.94). SPMQX is a more actively managed with annual turnover of: 11.00 vs. HMSFX (6.00). HMSFX has a lower initial minimum investment than SPMQX: HMSFX (2500) vs SPMQX (1000000). HMSFX annual gain was more profitable for investors over the last year : 15.15 vs. SPMQX (10.94). SPMQX return over 5 years is better than : 266.50 vs. HMSFX (211.78).
| HMSFX | SPMQX | HMSFX / SPMQX | |
| Total Expense Ratio | 1.75 | 6.24 | 28% |
| Annual Report Gross Expense Ratio | 1.94 | 6.24 | 31% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -0.236 | 1.912 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.7M | 3.83B | 2% |
| Annual Yield % from dividends | 8.48 | 7.16 | 118% |
| Returns for 1 year | 15.15 | 10.94 | 139% |
| Returns for 3 years | 81.13 | 71.20 | 114% |
| Returns for 5 years | 211.78 | 266.50 | 79% |
| Returns for 10 years | 39.29 | N/A | - |
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