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HMSFX vs SPMQX
HMSFX vs SPMQX Comparison Chart in %
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HMSFX vs. SPMQX commentary
Dec 04, 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 SPMQX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.93B vs. HMSFX (74.2M). HMSFX pays higher dividends than SPMQX: HMSFX (8.62) vs SPMQX (7.26). HMSFX was incepted earlier than SPMQX: HMSFX (12 years) vs SPMQX (7 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 : 3.81 vs. HMSFX (-5.57). SPMQX (187.72) and HMSFX (181.48) 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 | 7 years | - |
| Gain YTD | -1.554 | 8.108 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.2M | 3.93B | 2% |
| Annual Yield % from dividends | 8.62 | 7.26 | 119% |
| Returns for 1 year | -5.57 | 3.81 | -146% |
| Returns for 3 years | 57.61 | 59.37 | 97% |
| Returns for 5 years | 181.48 | 187.72 | 97% |
| Returns for 10 years | 118.20 | N/A | - |
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