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HMSIX vs SMFPX
HMSIX vs SMFPX Comparison Chart
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HMSIX vs. SMFPX commentary
Dec 19, 2024
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 Hold and SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.21B vs. HMSIX (76.7M). 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 (37.02) and HMSIX (36.60) have marching annual gain over last year. HMSIX return over 5 years is better than : 105.67 vs. SMFPX (80.93).
| 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 | 35.696 | 35.105 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 1.21B | 6% |
| Annual Yield % from dividends | 8.63 | 4.75 | 182% |
| Returns for 1 year | 36.60 | 37.02 | 99% |
| Returns for 3 years | 123.45 | 81.97 | 151% |
| Returns for 5 years | 105.67 | 80.93 | 131% |
| Returns for 10 years | 46.79 | 22.14 | 211% |
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