Interact to see
Advertisement
Advertisement
HMSFX vs SMFPX
HMSFX vs SMFPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMSFX vs. SMFPX commentary
Jul 07, 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: 1.28B vs. HMSFX (78.1M). HMSFX pays higher dividends than SMFPX: HMSFX (8.39) vs SMFPX (3.39). 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 : 17.57 vs. HMSFX (13.18). HMSFX return over 5 years is better than : 215.98 vs. SMFPX (152.19).
| 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 | -0.530 | 3.193 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.1M | 1.28B | 6% |
| Annual Yield % from dividends | 8.39 | 3.39 | 248% |
| Returns for 1 year | 13.18 | 17.57 | 75% |
| Returns for 3 years | 52.78 | 73.70 | 72% |
| Returns for 5 years | 215.98 | 152.19 | 142% |
| Returns for 10 years | 47.34 | 31.65 | 150% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MIDFX | 59.80 | 0.65 | +1.10% |
| Marsico Midcap Growth Focus Instl | |||
| MGPIX | 107.76 | 0.83 | +0.78% |
| ProFunds Mid Cap Growth Inv | |||
| VAGVX | 29.06 | 0.13 | +0.45% |
| Vanguard Advice Select Global Value Adml | |||
| MDVWX | 7.93 | 0.03 | +0.38% |
| Manning & Napier Disciplined Value W | |||
| FRIOX | 11.95 | 0.01 | +0.08% |
| Fidelity Advisor Real Estate Income C | |||