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HMSFX vs SMFPX
HMSFX vs SMFPX Comparison Chart
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HMSFX vs. SMFPX commentary
Jun 16, 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 StrongBuy and SMFPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.29B vs. HMSFX (79M). HMSFX pays higher dividends than SMFPX: HMSFX (8.19) vs SMFPX (3.50). HMSFX was incepted earlier than SMFPX: HMSFX (11 years) vs SMFPX (12 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 : 23.39 vs. HMSFX (19.57). HMSFX return over 5 years is better than : 202.25 vs. SMFPX (147.28).
| HMSFX | SMFPX | HMSFX / SMFPX | |
| Total Expense Ratio | 1.75 | 2.12 | 83% |
| Annual Report Gross Expense Ratio | 1.94 | 2.15 | 90% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 0.291 | 3.588 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79M | 1.29B | 6% |
| Annual Yield % from dividends | 8.19 | 3.50 | 234% |
| Returns for 1 year | 19.57 | 23.39 | 84% |
| Returns for 3 years | 83.34 | 63.75 | 131% |
| Returns for 5 years | 202.25 | 147.28 | 137% |
| Returns for 10 years | 42.31 | 26.62 | 159% |
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