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HMSFX vs SPNNX
HMSFX vs SPNNX Comparison Chart in %
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HMSFX vs. SPNNX commentary
Jul 07, 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 SPNNX is a Buy.
FUNDAMENTALS
Fundamentals
SPNNX has more cash in the bank: 3.9B vs. HMSFX (78.1M). HMSFX pays higher dividends than SPNNX: HMSFX (8.39) vs SPNNX (7.33). HMSFX was incepted earlier than SPNNX: HMSFX (12 years) vs SPNNX (6 years). SPNNX (6.81) 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). HMSFX annual gain was more profitable for investors over the last year : 13.18 vs. SPNNX (10.74). SPNNX return over 5 years is better than : 256.38 vs. HMSFX (215.98).
| HMSFX | SPNNX | HMSFX / SPNNX | |
| Total Expense Ratio | 1.75 | 6.81 | 26% |
| Annual Report Gross Expense Ratio | 1.94 | 6.81 | 28% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -0.530 | 5.100 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.1M | 3.9B | 2% |
| Annual Yield % from dividends | 8.39 | 7.33 | 114% |
| Returns for 1 year | 13.18 | 10.74 | 123% |
| Returns for 3 years | 52.78 | 80.62 | 65% |
| Returns for 5 years | 215.98 | 256.38 | 84% |
| Returns for 10 years | 47.34 | N/A | - |
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