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HMSIX vs SPMQX
HMSIX vs SPMQX Comparison Chart
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HMSIX vs. SPMQX commentary
Feb 23, 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 Buy and SPMQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 4.12B vs. HMSIX (84.3M). HMSIX pays higher dividends than SPMQX: HMSIX (8.63) vs SPMQX (6.92). HMSIX was incepted earlier than SPMQX: HMSIX (11 years) vs SPMQX (6 years). SPMQX is a more actively managed with annual turnover of: 24.00 vs. HMSIX (16.00). 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 : 35.09 vs. SPMQX (25.01). SPMQX return over 5 years is better than : 165.46 vs. HMSIX (129.80).
| HMSIX | SPMQX | HMSIX / SPMQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.466 | 8.330 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.3M | 4.12B | 2% |
| Annual Yield % from dividends | 8.63 | 6.92 | 125% |
| Returns for 1 year | 35.09 | 25.01 | 140% |
| Returns for 3 years | 111.81 | 90.67 | 123% |
| Returns for 5 years | 129.80 | 165.46 | 78% |
| Returns for 10 years | 51.30 | N/A | - |
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