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HMSFX vs SPNNX
HMSFX vs SPNNX Comparison Chart in %
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HMSFX vs. SPNNX 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 SPNNX is a Hold.
FUNDAMENTALS
Fundamentals
SPNNX has more cash in the bank: 4.05B vs. HMSFX (72.4M). HMSFX pays higher dividends than SPNNX: HMSFX (8.89) vs SPNNX (7.69). HMSFX was incepted earlier than SPNNX: HMSFX (12 years) vs SPNNX (7 years). SPNNX (9.27) is less costly to investors than HMSFX (1.94). SPNNX is a more actively managed with annual turnover of: 11.00 vs. HMSFX (6.00). SPNNX has a lower initial minimum investment than HMSFX: SPNNX (1000) vs HMSFX (2500). SPNNX annual gain was more profitable for investors over the last year : 5.26 vs. HMSFX (-6.91). SPNNX (163.61) and HMSFX (158.02) have equivalent 5 years return.
| HMSFX | SPNNX | HMSFX / SPNNX | |
| Total Expense Ratio | 1.75 | 9.27 | 19% |
| Annual Report Gross Expense Ratio | 1.94 | 9.27 | 21% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 2.591 | 4.301 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.4M | 4.05B | 2% |
| Annual Yield % from dividends | 8.89 | 7.69 | 116% |
| Returns for 1 year | -6.91 | 5.26 | -131% |
| Returns for 3 years | 59.32 | 58.50 | 101% |
| Returns for 5 years | 158.02 | 163.61 | 97% |
| Returns for 10 years | 151.61 | N/A | - |
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