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HMSFX vs SPNNX
HMSFX vs SPNNX Comparison Chart in %
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HMSFX vs. SPNNX commentary
Jul 27, 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 Buy and SPNNX is a Buy.
FUNDAMENTALS
Fundamentals
SPNNX has more cash in the bank: 3.95B vs. HMSFX (77.1M). 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 : 12.67 vs. SPNNX (11.74). SPNNX return over 5 years is better than : 239.69 vs. HMSFX (219.94).
| 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 | -2.007 | 4.562 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.1M | 3.95B | 2% |
| Annual Yield % from dividends | 8.39 | 7.33 | 114% |
| Returns for 1 year | 12.67 | 11.74 | 108% |
| Returns for 3 years | 76.95 | 70.44 | 109% |
| Returns for 5 years | 219.94 | 239.69 | 92% |
| Returns for 10 years | 50.27 | N/A | - |
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