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HSMCX vs NRGSX
HSMCX vs NRGSX Comparison
Open Charts HSMCX vs NRGSX
HSMCX vs NRGSX Comparison Chart in %
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HSMCX vs. NRGSX commentary
Sep 23, 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 HSMCX is a Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 6.91B vs. HSMCX (650M). NRGSX pays higher dividends than HSMCX: NRGSX (0.44) vs HSMCX (0.00). HSMCX was incepted earlier than NRGSX: HSMCX (28 years) vs NRGSX (14 years). HSMCX (2.13) is less costly to investors than NRGSX (0.74). HSMCX is a more actively managed with annual turnover of: 71.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than HSMCX: NRGSX (0) vs HSMCX (2000). HSMCX annual gain was more profitable for investors over the last year : 14.36 vs. NRGSX (-8.10). NRGSX return over 5 years is better than : -23.85 vs. HSMCX (-37.90).
| HSMCX | NRGSX | HSMCX / NRGSX | |
| Total Expense Ratio | 2.13 | 0.74 | 288% |
| Annual Report Gross Expense Ratio | 2.13 | 0.74 | 288% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 7.547 | 9.583 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 6.91B | 9% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 14.36 | -8.10 | -177% |
| Returns for 3 years | 49.17 | 3.84 | 1,281% |
| Returns for 5 years | -37.90 | -23.85 | 159% |
| Returns for 10 years | -13.08 | 6.80 | -192% |
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