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HMSIX vs SPMQX
HMSIX vs SPMQX Comparison Chart in %
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HMSIX vs. SPMQX commentary
Jan 15, 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: 4.05B vs. HMSIX (72.4M). HMSIX pays higher dividends than SPMQX: HMSIX (8.42) vs SPMQX (7.34). 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). 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). SPMQX annual gain was more profitable for investors over the last year : 6.39 vs. HMSIX (-5.75). SPMQX return over 5 years is better than : 171.01 vs. HMSIX (162.22).
| 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 | 2.862 | 4.268 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.4M | 4.05B | 2% |
| Annual Yield % from dividends | 8.42 | 7.34 | 115% |
| Returns for 1 year | -5.75 | 6.39 | -90% |
| Returns for 3 years | 61.21 | 60.83 | 101% |
| Returns for 5 years | 162.22 | 171.01 | 95% |
| Returns for 10 years | 158.85 | N/A | - |
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