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HMSIX vs SMRPX
HMSIX vs SMRPX Comparison
Open Charts HMSIX vs SMRPX
HMSIX vs SMRPX Comparison Chart in %
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HMSIX vs. SMRPX commentary
Jun 12, 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 StrongBuy and SMRPX is a Buy.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.41B vs. HMSIX (78.1M). HMSIX pays higher dividends than SMRPX: HMSIX (7.52) vs SMRPX (3.91). HMSIX was incepted earlier than SMRPX: HMSIX (12 years) vs SMRPX (10 years). HMSIX (1.53) is less costly to investors than SMRPX (1.03). SMRPX is a more actively managed with annual turnover of: 52.00 vs. HMSIX (6.00). 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 : 23.64 vs. HMSIX (17.20). HMSIX return over 5 years is better than : 133.60 vs. SMRPX (120.19).
| HMSIX | SMRPX | HMSIX / SMRPX | |
| Total Expense Ratio | 1.45 | 0.99 | 146% |
| Annual Report Gross Expense Ratio | 1.53 | 1.03 | 149% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 17.267 | 21.102 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.1M | 1.41B | 6% |
| Annual Yield % from dividends | 7.52 | 3.91 | 192% |
| Returns for 1 year | 17.20 | 23.64 | 73% |
| Returns for 3 years | 82.20 | 95.34 | 86% |
| Returns for 5 years | 133.60 | 120.19 | 111% |
| Returns for 10 years | 125.95 | 162.50 | 78% |
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