Interact to see
Advertisement
Advertisement
HMSIX vs SMFPX
HMSIX vs SMFPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HMSIX vs. SMFPX commentary
May 22, 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: 1.26B vs. HMSIX (82.2M). HMSIX pays higher dividends than SMFPX: HMSIX (8.07) vs SMFPX (3.64). 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 : 19.14 vs. HMSIX (17.24). HMSIX return over 5 years is better than : 205.56 vs. SMFPX (143.03).
| 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 | 2.914 | 1.610 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.2M | 1.26B | 7% |
| Annual Yield % from dividends | 8.07 | 3.64 | 222% |
| Returns for 1 year | 17.24 | 19.14 | 90% |
| Returns for 3 years | 83.20 | 55.88 | 149% |
| Returns for 5 years | 205.56 | 143.03 | 144% |
| Returns for 10 years | 43.96 | 18.06 | 243% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement