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HMSIX vs SPMQX
HMSIX vs SPMQX Comparison Chart in %
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HMSIX vs. SPMQX commentary
Jul 25, 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 Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.9B vs. HMSIX (76.4M). HMSIX pays higher dividends than SPMQX: HMSIX (7.97) vs SPMQX (7.03). HMSIX was incepted earlier than SPMQX: HMSIX (12 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). SPMQX (9.41) and HMSIX (9.15) have marching annual gain over last year. SPMQX return over 5 years is better than : 246.88 vs. HMSIX (220.95).
| HMSIX | SPMQX | HMSIX / SPMQX | |
| Total Expense Ratio | 1.50 | 6.24 | 24% |
| Annual Report Gross Expense Ratio | 1.54 | 6.24 | 25% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -2.694 | 4.552 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.4M | 3.9B | 2% |
| Annual Yield % from dividends | 7.97 | 7.03 | 113% |
| Returns for 1 year | 9.15 | 9.41 | 97% |
| Returns for 3 years | 83.17 | 78.32 | 106% |
| Returns for 5 years | 220.95 | 246.88 | 89% |
| Returns for 10 years | 56.68 | N/A | - |
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