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HMSIX vs SMFPX
HMSIX vs SMFPX Comparison Chart
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HMSIX vs. SMFPX commentary
Apr 16, 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: 1.2B vs. HMSIX (78.3M). HMSIX pays higher dividends than SMFPX: HMSIX (7.30) vs SMFPX (3.38). HMSIX was incepted earlier than SMFPX: HMSIX (11 years) vs SMFPX (12 years). SMFPX (2.13) is less costly to investors than HMSIX (1.65). 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 (20.00) and HMSIX (19.71) have marching annual gain over last year. HMSIX return over 5 years is better than : 287.99 vs. SMFPX (182.52).
| HMSIX | SMFPX | HMSIX / SMFPX | |
| Total Expense Ratio | 1.53 | 2.13 | 72% |
| Annual Report Gross Expense Ratio | 1.65 | 2.13 | 77% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -1.604 | -4.067 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.3M | 1.2B | 7% |
| Annual Yield % from dividends | 7.30 | 3.38 | 216% |
| Returns for 1 year | 19.71 | 20.00 | 99% |
| Returns for 3 years | 37.07 | 39.84 | 93% |
| Returns for 5 years | 287.99 | 182.52 | 158% |
| Returns for 10 years | 40.03 | 11.13 | 360% |
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