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HMSIX vs SPNNX
HMSIX vs SPNNX Comparison Chart in %
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HMSIX vs. SPNNX 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 SPNNX is a Buy.
FUNDAMENTALS
Fundamentals
SPNNX has more cash in the bank: 3.9B vs. HMSIX (78.1M). HMSIX pays higher dividends than SPNNX: HMSIX (7.97) vs SPNNX (7.33). HMSIX was incepted earlier than SPNNX: HMSIX (12 years) vs SPNNX (6 years). SPNNX (6.81) is less costly to investors than HMSIX (1.54). SPNNX is a more actively managed with annual turnover of: 11.00 vs. HMSIX (6.00). SPNNX has a lower initial minimum investment than HMSIX: SPNNX (1000) vs HMSIX (250000). HMSIX annual gain was more profitable for investors over the last year : 13.53 vs. SPNNX (10.74). SPNNX return over 5 years is better than : 256.38 vs. HMSIX (219.72).
| HMSIX | SPNNX | HMSIX / SPNNX | |
| Total Expense Ratio | 1.50 | 6.81 | 22% |
| Annual Report Gross Expense Ratio | 1.54 | 6.81 | 23% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -0.429 | 5.100 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.1M | 3.9B | 2% |
| Annual Yield % from dividends | 7.97 | 7.33 | 109% |
| Returns for 1 year | 13.53 | 10.74 | 126% |
| Returns for 3 years | 55.43 | 80.62 | 69% |
| Returns for 5 years | 219.72 | 256.38 | 86% |
| Returns for 10 years | 51.06 | N/A | - |
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