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HMSIX vs SMRPX
HMSIX vs SMRPX Comparison Chart
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HMSIX vs. SMRPX 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 SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.21B 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 (38.44) and HMSIX (36.60) have marching annual gain over last year. HMSIX return over 5 years is better than : 105.67 vs. SMRPX (90.73).
| 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 | 35.696 | 36.496 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 1.21B | 6% |
| Annual Yield % from dividends | 8.63 | 5.72 | 151% |
| Returns for 1 year | 36.60 | 38.44 | 95% |
| Returns for 3 years | 123.45 | 87.75 | 141% |
| Returns for 5 years | 105.67 | 90.73 | 116% |
| Returns for 10 years | 46.79 | N/A | - |
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