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HMSIX vs SMFPX
HMSIX vs SMFPX Comparison Chart
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HMSIX vs. SMFPX commentary
Feb 23, 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 Buy and SMFPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.31B vs. HMSIX (84.3M). HMSIX pays higher dividends than SMFPX: HMSIX (8.63) vs SMFPX (4.75). HMSIX was incepted earlier than SMFPX: HMSIX (11 years) vs SMFPX (12 years). SMFPX is a more actively managed with annual turnover of: 91.00 vs. HMSIX (16.00). 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 : 37.28 vs. HMSIX (35.09). HMSIX return over 5 years is better than : 129.80 vs. SMFPX (92.88).
| HMSIX | SMFPX | HMSIX / SMFPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 6.466 | 4.173 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.3M | 1.31B | 6% |
| Annual Yield % from dividends | 8.63 | 4.75 | 182% |
| Returns for 1 year | 35.09 | 37.28 | 94% |
| Returns for 3 years | 111.81 | 81.49 | 137% |
| Returns for 5 years | 129.80 | 92.88 | 140% |
| Returns for 10 years | 51.30 | 25.05 | 205% |
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