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HMSFX vs SPMQX
HMSFX vs SPMQX Comparison Chart in %
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HMSFX vs. SPMQX 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 SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.9B vs. HMSFX (78.1M). HMSFX pays higher dividends than SPMQX: HMSFX (8.39) vs SPMQX (7.03). HMSFX was incepted earlier than SPMQX: HMSFX (12 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than HMSFX (1.94). SPMQX is a more actively managed with annual turnover of: 11.00 vs. HMSFX (6.00). HMSFX has a lower initial minimum investment than SPMQX: HMSFX (2500) vs SPMQX (1000000). HMSFX annual gain was more profitable for investors over the last year : 13.18 vs. SPMQX (11.24). SPMQX return over 5 years is better than : 264.93 vs. HMSFX (215.98).
| HMSFX | SPMQX | HMSFX / SPMQX | |
| Total Expense Ratio | 1.75 | 6.24 | 28% |
| Annual Report Gross Expense Ratio | 1.94 | 6.24 | 31% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -0.530 | 5.415 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.1M | 3.9B | 2% |
| Annual Yield % from dividends | 8.39 | 7.03 | 119% |
| Returns for 1 year | 13.18 | 11.24 | 117% |
| Returns for 3 years | 52.78 | 83.37 | 63% |
| Returns for 5 years | 215.98 | 264.93 | 82% |
| Returns for 10 years | 47.34 | N/A | - |
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