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HMSFX vs SPMGX
HMSFX vs SPMGX Comparison Chart in %
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HMSFX vs. SPMGX commentary
Jan 17, 2026
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 Hold and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.06B vs. HMSFX (72.4M). HMSFX pays higher dividends than SPMGX: HMSFX (8.89) vs SPMGX (5.87). HMSFX was incepted earlier than SPMGX: HMSFX (12 years) vs SPMGX (7 years). SPMGX (6.88) is less costly to investors than HMSFX (1.94). SPMGX is a more actively managed with annual turnover of: 101.00 vs. HMSFX (6.00). SPMGX has a lower initial minimum investment than HMSFX: SPMGX (1000) vs HMSFX (2500). SPMGX annual gain was more profitable for investors over the last year : 0.13 vs. HMSFX (-6.91). SPMGX return over 5 years is better than : 183.77 vs. HMSFX (158.02).
| HMSFX | SPMGX | HMSFX / SPMGX | |
| Total Expense Ratio | 1.75 | 6.88 | 25% |
| Annual Report Gross Expense Ratio | 1.94 | 6.88 | 28% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 2.591 | 2.587 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.4M | 1.06B | 7% |
| Annual Yield % from dividends | 8.89 | 5.87 | 152% |
| Returns for 1 year | -6.91 | 0.13 | -5,419% |
| Returns for 3 years | 59.32 | 69.88 | 85% |
| Returns for 5 years | 158.02 | 183.77 | 86% |
| Returns for 10 years | 151.61 | N/A | - |
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