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HMSIX vs SPMQX
HMSIX vs SPMQX Comparison Chart in %
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HMSIX vs. SPMQX commentary
Feb 05, 2026
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 SPMQX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 4.14B vs. HMSIX (73.9M). HMSIX pays higher dividends than SPMQX: HMSIX (7.81) vs SPMQX (6.92). HMSIX was incepted earlier than SPMQX: HMSIX (12 years) vs SPMQX (7 years). SPMQX (8.68) is less costly to investors than HMSIX (1.54). HMSIX has a lower initial minimum investment than SPMQX: HMSIX (250000) vs SPMQX (1000000). SPMQX annual gain was more profitable for investors over the last year : 6.87 vs. HMSIX (-0.85). HMSIX return over 5 years is better than : 191.76 vs. SPMQX (179.37).
| HMSIX | SPMQX | HMSIX / SPMQX | |
| Total Expense Ratio | 1.50 | 8.68 | 17% |
| Annual Report Gross Expense Ratio | 1.54 | 8.68 | 18% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 8.667 | 7.915 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.9M | 4.14B | 2% |
| Annual Yield % from dividends | 7.81 | 6.92 | 113% |
| Returns for 1 year | -0.85 | 6.87 | -12% |
| Returns for 3 years | 69.12 | 64.33 | 107% |
| Returns for 5 years | 191.76 | 179.37 | 107% |
| Returns for 10 years | 171.22 | N/A | - |
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