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HMSFX vs MLPOX
HMSFX vs MLPOX Comparison Chart in %
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HMSFX vs. MLPOX commentary
Feb 05, 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 HMSFX is a Hold and MLPOX is a Hold.
FUNDAMENTALS
Fundamentals
MLPOX has more cash in the bank: 1.07B vs. HMSFX (73.9M). HMSFX pays higher dividends than MLPOX: HMSFX (8.25) vs MLPOX (5.07). HMSFX was incepted earlier than MLPOX: HMSFX (12 years) vs MLPOX (16 years). MLPOX (6.38) is less costly to investors than HMSFX (1.94). MLPOX has a lower initial minimum investment than HMSFX: MLPOX (1000) vs HMSFX (2500). MLPOX annual gain was more profitable for investors over the last year : 4.03 vs. HMSFX (-1.28). MLPOX return over 5 years is better than : 216.49 vs. HMSFX (187.72).
| HMSFX | MLPOX | HMSFX / MLPOX | |
| Total Expense Ratio | 1.75 | 6.38 | 27% |
| Annual Report Gross Expense Ratio | 1.94 | 6.38 | 30% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 8.636 | 6.669 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.9M | 1.07B | 7% |
| Annual Yield % from dividends | 8.25 | 5.07 | 163% |
| Returns for 1 year | -1.28 | 4.03 | -32% |
| Returns for 3 years | 67.49 | 79.36 | 85% |
| Returns for 5 years | 187.72 | 216.49 | 87% |
| Returns for 10 years | 164.46 | 192.90 | 85% |
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