Ad is loading...
SMFPX vs TORCX
SMFPX vs TORCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMFPX vs. TORCX commentary
Apr 11, 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 SMFPX is a Hold and TORCX is a Buy.
FUNDAMENTALS
Fundamentals
TORCX has more cash in the bank: 2.97B vs. SMFPX (1.19B). TORCX pays higher dividends than SMFPX: TORCX (4.07) vs SMFPX (3.38). SMFPX was incepted earlier than TORCX: SMFPX (12 years) vs TORCX (13 years). SMFPX (2.13) is less costly to investors than TORCX (1.93). SMFPX is a more actively managed with annual turnover of: 74.00 vs. TORCX (22.00). SMFPX has a lower initial minimum investment than TORCX: SMFPX (1000) vs TORCX (2500). TORCX annual gain was more profitable for investors over the last year : 16.81 vs. SMFPX (11.11). TORCX return over 5 years is better than : 196.45 vs. SMFPX (164.96).
| SMFPX | TORCX | SMFPX / TORCX | |
| Total Expense Ratio | 2.13 | 1.93 | 110% |
| Annual Report Gross Expense Ratio | 2.13 | 1.93 | 110% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -8.971 | -7.801 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 2.97B | 40% |
| Annual Yield % from dividends | 3.38 | 4.07 | 83% |
| Returns for 1 year | 11.11 | 16.81 | 66% |
| Returns for 3 years | 34.05 | 38.29 | 89% |
| Returns for 5 years | 164.96 | 196.45 | 84% |
| Returns for 10 years | 7.25 | 36.71 | 20% |
View a ticker or compare two or three
VS
VS
Ad is loading...