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HMSIX vs SPMQX
HMSIX vs SPMQX Comparison Chart in %
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HMSIX vs. SPMQX 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 HMSIX is a StrongBuy and SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.9B vs. HMSIX (78.1M). HMSIX pays higher dividends than SPMQX: HMSIX (7.97) vs SPMQX (7.03). HMSIX was incepted earlier than SPMQX: HMSIX (12 years) vs SPMQX (6 years). SPMQX (6.24) is less costly to investors than HMSIX (1.54). SPMQX is a more actively managed with annual turnover of: 11.00 vs. HMSIX (6.00). HMSIX has a lower initial minimum investment than SPMQX: HMSIX (250000) vs SPMQX (1000000). HMSIX annual gain was more profitable for investors over the last year : 13.53 vs. SPMQX (11.24). SPMQX return over 5 years is better than : 264.93 vs. HMSIX (219.72).
| HMSIX | SPMQX | HMSIX / SPMQX | |
| Total Expense Ratio | 1.50 | 6.24 | 24% |
| Annual Report Gross Expense Ratio | 1.54 | 6.24 | 25% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -0.429 | 5.415 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.1M | 3.9B | 2% |
| Annual Yield % from dividends | 7.97 | 7.03 | 113% |
| Returns for 1 year | 13.53 | 11.24 | 120% |
| Returns for 3 years | 55.43 | 83.37 | 66% |
| Returns for 5 years | 219.72 | 264.93 | 83% |
| Returns for 10 years | 51.06 | N/A | - |
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