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HMSIX vs SPMQX
HMSIX vs SPMQX Comparison Chart
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HMSIX vs. SPMQX commentary
May 22, 2025
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 SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.83B vs. HMSIX (82.2M). HMSIX pays higher dividends than SPMQX: HMSIX (8.07) vs SPMQX (7.16). HMSIX was incepted earlier than SPMQX: HMSIX (11 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than HMSIX (1.54). SPMQX is a more actively managed with annual turnover of: 11.00 vs. HMSIX (6.00). HMSIX has a lower initial minimum investment than SPMQX: HMSIX (250000) vs SPMQX (1000000). HMSIX annual gain was more profitable for investors over the last year : 17.24 vs. SPMQX (14.64). SPMQX return over 5 years is better than : 243.55 vs. HMSIX (205.56).
| HMSIX | SPMQX | HMSIX / SPMQX | |
| Total Expense Ratio | 1.50 | 6.24 | 24% |
| Annual Report Gross Expense Ratio | 1.54 | 6.24 | 25% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 2.914 | 5.491 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.2M | 3.83B | 2% |
| Annual Yield % from dividends | 8.07 | 7.16 | 113% |
| Returns for 1 year | 17.24 | 14.64 | 118% |
| Returns for 3 years | 83.20 | 72.14 | 115% |
| Returns for 5 years | 205.56 | 243.55 | 84% |
| Returns for 10 years | 43.96 | N/A | - |
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