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 | -2.007 | 1.709 | -117% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 77.1M | 1.26B | 6% |
Annual Yield % from dividends | 8.39 | 3.39 | 248% |
Returns for 1 year | 12.67 | 16.77 | 76% |
Returns for 3 years | 76.95 | 61.00 | 126% |
Returns for 5 years | 219.94 | 150.05 | 147% |
Returns for 10 years | 50.27 | 35.12 | 143% |