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HMSFX vs SMFPX
HMSFX vs SMFPX Comparison Chart in %
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HMSFX vs. SMFPX 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 SMFPX is a Hold.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. HMSFX (74.7M). HMSFX pays higher dividends than SMFPX: HMSFX (8.51) vs SMFPX (3.42). HMSFX was incepted earlier than SMFPX: HMSFX (12 years) vs SMFPX (13 years). SMFPX (2.15) is less costly to investors than HMSFX (1.94). SMFPX is a more actively managed with annual turnover of: 74.00 vs. HMSFX (6.00). SMFPX has a lower initial minimum investment than HMSFX: SMFPX (1000) vs HMSFX (2500). SMFPX annual gain was more profitable for investors over the last year : 13.06 vs. HMSFX (9.69). HMSFX return over 5 years is better than : 225.08 vs. SMFPX (153.05).
| HMSFX | SMFPX | HMSFX / SMFPX | |
| Total Expense Ratio | 1.75 | 2.12 | 83% |
| Annual Report Gross Expense Ratio | 1.94 | 2.15 | 90% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -3.315 | 2.487 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.7M | 1.24B | 6% |
| Annual Yield % from dividends | 8.51 | 3.42 | 249% |
| Returns for 1 year | 9.69 | 13.06 | 74% |
| Returns for 3 years | 66.38 | 56.48 | 118% |
| Returns for 5 years | 225.08 | 153.05 | 147% |
| Returns for 10 years | 64.71 | 54.46 | 119% |
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