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HMSIX vs SPMQX
HMSIX vs SPMQX Comparison Chart
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HMSIX vs. SPMQX commentary
Apr 16, 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: 4.17B vs. HMSIX (78.3M). HMSIX pays higher dividends than SPMQX: HMSIX (7.30) vs SPMQX (6.52). HMSIX was incepted earlier than SPMQX: HMSIX (11 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than HMSIX (1.65). 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 : 19.71 vs. SPMQX (13.36). SPMQX return over 5 years is better than : 377.92 vs. HMSIX (287.99).
| HMSIX | SPMQX | HMSIX / SPMQX | |
| Total Expense Ratio | 1.53 | 6.24 | 25% |
| Annual Report Gross Expense Ratio | 1.65 | 6.24 | 26% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -1.604 | -0.592 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.3M | 4.17B | 2% |
| Annual Yield % from dividends | 7.30 | 6.52 | 112% |
| Returns for 1 year | 19.71 | 13.36 | 148% |
| Returns for 3 years | 37.07 | 57.14 | 65% |
| Returns for 5 years | 287.99 | 377.92 | 76% |
| Returns for 10 years | 40.03 | N/A | - |
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