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HMSIX vs SMFPX
HMSIX vs SMFPX Comparison
Open Charts HMSIX vs SMFPX
HMSIX vs SMFPX Comparison Chart in %
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HMSIX vs. SMFPX commentary
Aug 23, 2026
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: 1.41B vs. HMSIX (79.1M). HMSIX pays higher dividends than SMFPX: HMSIX (7.32) vs SMFPX (2.75). HMSIX was incepted earlier than SMFPX: HMSIX (13 years) vs SMFPX (14 years). SMFPX (2.13) is less costly to investors than HMSIX (1.53). SMFPX is a more actively managed with annual turnover of: 52.00 vs. HMSIX (6.00). SMFPX has a lower initial minimum investment than HMSIX: SMFPX (1000) vs HMSIX (250000). SMFPX (24.02) and HMSIX (23.37) have marching annual gain over last year. HMSIX return over 5 years is better than : 182.20 vs. SMFPX (144.40).
| HMSIX | SMFPX | HMSIX / SMFPX | |
| Total Expense Ratio | 1.45 | 2.09 | 69% |
| Annual Report Gross Expense Ratio | 1.53 | 2.13 | 72% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 21.598 | 22.382 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1M | 1.41B | 6% |
| Annual Yield % from dividends | 7.32 | 2.75 | 266% |
| Returns for 1 year | 23.37 | 24.02 | 97% |
| Returns for 3 years | 73.25 | 84.59 | 87% |
| Returns for 5 years | 182.20 | 144.40 | 126% |
| Returns for 10 years | 117.65 | 117.42 | 100% |
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