Interact to see
Advertisement
Advertisement
HMSIX vs SMFPX
HMSIX vs SMFPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMSIX vs. SMFPX 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 HMSIX is a Hold and SMFPX is a Buy.
FUNDAMENTALS
Fundamentals
SMFPX has more cash in the bank: 1.24B vs. HMSIX (73.1M). HMSIX pays higher dividends than SMFPX: HMSIX (8.17) vs SMFPX (3.39). HMSIX was incepted earlier than SMFPX: HMSIX (12 years) vs SMFPX (13 years). SMFPX (2.15) is less costly to investors than HMSIX (1.54). SMFPX is a more actively managed with annual turnover of: 74.00 vs. HMSIX (6.00). SMFPX has a lower initial minimum investment than HMSIX: SMFPX (1000) vs HMSIX (250000). SMFPX annual gain was more profitable for investors over the last year : 2.69 vs. HMSIX (-3.19). HMSIX return over 5 years is better than : 183.93 vs. SMFPX (123.47).
| HMSIX | SMFPX | HMSIX / SMFPX | |
| Total Expense Ratio | 1.50 | 2.12 | 71% |
| Annual Report Gross Expense Ratio | 1.54 | 2.15 | 72% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -2.679 | 3.286 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 1.24B | 6% |
| Annual Yield % from dividends | 8.17 | 3.39 | 241% |
| Returns for 1 year | -3.19 | 2.69 | -119% |
| Returns for 3 years | 64.22 | 58.46 | 110% |
| Returns for 5 years | 183.93 | 123.47 | 149% |
| Returns for 10 years | 106.94 | 126.97 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement