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HMSFX vs RMLPX
HMSFX vs RMLPX Comparison Chart in %
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HMSFX vs. RMLPX commentary
Sep 08, 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 HMSFX is a Buy and RMLPX is a Hold.
FUNDAMENTALS
Fundamentals
RMLPX has more cash in the bank: 1.18B vs. HMSFX (74.7M). HMSFX pays higher dividends than RMLPX: HMSFX (8.51) vs RMLPX (5.04). HMSFX was incepted earlier than RMLPX: HMSFX (12 years) vs RMLPX (8 years). HMSFX (1.94) is less costly to investors than RMLPX (1.10). RMLPX is a more actively managed with annual turnover of: 15.00 vs. HMSFX (6.00). HMSFX (2500) and RMLPX (2500) have matching initial minimum investment requirements. HMSFX annual gain was more profitable for investors over the last year : 9.69 vs. RMLPX (9.14). RMLPX return over 5 years is better than : 240.79 vs. HMSFX (225.08).
| HMSFX | RMLPX | HMSFX / RMLPX | |
| Total Expense Ratio | 1.75 | 1.10 | 159% |
| Annual Report Gross Expense Ratio | 1.94 | 1.10 | 176% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | -3.315 | 5.709 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.7M | 1.18B | 6% |
| Annual Yield % from dividends | 8.51 | 5.04 | 169% |
| Returns for 1 year | 9.69 | 9.14 | 106% |
| Returns for 3 years | 66.38 | 61.16 | 109% |
| Returns for 5 years | 225.08 | 240.79 | 93% |
| Returns for 10 years | 64.71 | N/A | - |
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