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HMSIX vs SMFPX
HMSIX vs SMFPX Comparison Chart
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HMSIX vs. SMFPX commentary
Jun 14, 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 HMSIX is a StrongBuy and SMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.28B vs. HMSIX (78.6M). HMSIX pays higher dividends than SMFPX: HMSIX (7.80) vs SMFPX (3.50). HMSIX was incepted earlier than SMFPX: HMSIX (11 years) vs SMFPX (12 years). SMFPX (2.15) is less costly to investors than HMSIX (1.54). SMFPX is a more actively managed with annual turnover of: 74.00 vs. HMSIX (6.00). SMFPX has a lower initial minimum investment than HMSIX: SMFPX (1000) vs HMSIX (250000). SMFPX annual gain was more profitable for investors over the last year : 23.16 vs. HMSIX (19.49). HMSIX return over 5 years is better than : 205.08 vs. SMFPX (146.81).
| HMSIX | SMFPX | HMSIX / SMFPX | |
| Total Expense Ratio | 1.50 | 2.12 | 71% |
| Annual Report Gross Expense Ratio | 1.54 | 2.15 | 72% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 0.040 | 3.391 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.6M | 1.28B | 6% |
| Annual Yield % from dividends | 7.80 | 3.50 | 223% |
| Returns for 1 year | 19.49 | 23.16 | 84% |
| Returns for 3 years | 84.01 | 63.44 | 132% |
| Returns for 5 years | 205.08 | 146.81 | 140% |
| Returns for 10 years | 45.35 | 26.38 | 172% |
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