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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
Aug 03, 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 SMRPX is a Hold.
FUNDAMENTALS
Fundamentals
SMRPX has more cash in the bank: 1.42B vs. HMSIX (78M). HMSIX pays higher dividends than SMRPX: HMSIX (7.32) vs SMRPX (3.76). HMSIX was incepted earlier than SMRPX: HMSIX (13 years) vs SMRPX (11 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 : 23.83 vs. HMSIX (18.66). HMSIX return over 5 years is better than : 164.26 vs. SMRPX (145.11).
| HMSIX | SMRPX | HMSIX / SMRPX | |
| Total Expense Ratio | 1.45 | 0.99 | 146% |
| Annual Report Gross Expense Ratio | 1.53 | 1.03 | 149% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 19.475 | 23.272 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78M | 1.42B | 5% |
| Annual Yield % from dividends | 7.32 | 3.76 | 194% |
| Returns for 1 year | 18.66 | 23.83 | 78% |
| Returns for 3 years | 70.71 | 88.55 | 80% |
| Returns for 5 years | 164.26 | 145.11 | 113% |
| Returns for 10 years | 124.57 | 160.72 | 78% |
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