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HMSFX vs SPMQX
HMSFX vs SPMQX Comparison Chart in %
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HMSFX vs. SPMQX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.89B vs. HMSFX (73.6M). HMSFX pays higher dividends than SPMQX: HMSFX (9.13) vs SPMQX (7.47). HMSFX was incepted earlier than SPMQX: HMSFX (12 years) vs SPMQX (6 years). SPMQX (8.68) 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). SPMQX annual gain was more profitable for investors over the last year : 9.15 vs. HMSFX (-0.51). SPMQX (228.44) and HMSFX (219.51) have equivalent 5 years return.
| HMSFX | SPMQX | HMSFX / SPMQX | |
| Total Expense Ratio | 1.75 | 8.68 | 20% |
| Annual Report Gross Expense Ratio | 1.94 | 8.68 | 22% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -2.141 | 5.647 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.6M | 3.89B | 2% |
| Annual Yield % from dividends | 9.13 | 7.47 | 122% |
| Returns for 1 year | -0.51 | 9.15 | -6% |
| Returns for 3 years | 58.72 | 57.48 | 102% |
| Returns for 5 years | 219.51 | 228.44 | 96% |
| Returns for 10 years | 91.62 | N/A | - |
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