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HMSIX vs SMRPX
HMSIX vs SMRPX Comparison Chart
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HMSIX vs. SMRPX commentary
Nov 18, 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 StrongBuy and SMRPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.22B vs. HMSIX (76.7M). HMSIX pays higher dividends than SMRPX: HMSIX (8.63) vs SMRPX (5.72). HMSIX was incepted earlier than SMRPX: HMSIX (11 years) vs SMRPX (9 years). SMRPX is a more actively managed with annual turnover of: 91.00 vs. HMSIX (16.00). HMSIX has a lower initial minimum investment than SMRPX: HMSIX (250000) vs SMRPX (1000000). SMRPX annual gain was more profitable for investors over the last year : 45.97 vs. HMSIX (39.48). HMSIX return over 5 years is better than : 118.51 vs. SMRPX (103.69).
| HMSIX | SMRPX | HMSIX / SMRPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 35.588 | 39.451 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 1.22B | 6% |
| Annual Yield % from dividends | 8.63 | 5.72 | 151% |
| Returns for 1 year | 39.48 | 45.97 | 86% |
| Returns for 3 years | 102.33 | 72.71 | 141% |
| Returns for 5 years | 118.51 | 103.69 | 114% |
| Returns for 10 years | 37.26 | N/A | - |
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