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HMSFX vs SPNNX
HMSFX vs SPNNX Comparison Chart in %
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HMSFX vs. SPNNX 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 SPNNX is a Hold.
FUNDAMENTALS
Fundamentals
SPNNX has more cash in the bank: 3.93B vs. HMSFX (74.2M). HMSFX pays higher dividends than SPNNX: HMSFX (8.62) vs SPNNX (7.60). 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 : 3.10 vs. HMSFX (-5.57). HMSFX (181.48) and SPNNX (180.20) 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 | -1.554 | 7.356 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.2M | 3.93B | 2% |
| Annual Yield % from dividends | 8.62 | 7.60 | 113% |
| Returns for 1 year | -5.57 | 3.10 | -180% |
| Returns for 3 years | 57.61 | 57.18 | 101% |
| Returns for 5 years | 181.48 | 180.20 | 101% |
| Returns for 10 years | 118.20 | N/A | - |
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