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HMSFX vs SPMGX
HMSFX vs SPMGX Comparison Chart in %
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HMSFX vs. SPMGX commentary
Dec 27, 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 Hold and SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.03B vs. HMSFX (73.1M). HMSFX pays higher dividends than SPMGX: HMSFX (8.62) vs SPMGX (5.86). 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 : 1.99 vs. HMSFX (-3.60). SPMGX return over 5 years is better than : 206.59 vs. HMSFX (180.04).
| 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 | -3.063 | 2.844 | -108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 1.03B | 7% |
| Annual Yield % from dividends | 8.62 | 5.86 | 147% |
| Returns for 1 year | -3.60 | 1.99 | -181% |
| Returns for 3 years | 62.82 | 74.40 | 84% |
| Returns for 5 years | 180.04 | 206.59 | 87% |
| Returns for 10 years | 101.49 | N/A | - |
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