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HMSFX vs SPNNX
HMSFX vs SPNNX Comparison Chart in %
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HMSFX vs. SPNNX commentary
Dec 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SPNNX has more cash in the bank: 3.88B vs. HMSFX (73.1M). 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 : 5.17 vs. HMSFX (-3.60). SPNNX (182.21) and HMSFX (180.04) 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 | -3.063 | 6.076 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 3.88B | 2% |
| Annual Yield % from dividends | 8.62 | 7.60 | 113% |
| Returns for 1 year | -3.60 | 5.17 | -70% |
| Returns for 3 years | 62.82 | 59.41 | 106% |
| Returns for 5 years | 180.04 | 182.21 | 99% |
| Returns for 10 years | 101.49 | N/A | - |
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