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
May 13, 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 StrongBuy and TORCX is a Buy.
FUNDAMENTALS
Fundamentals
TORCX has more cash in the bank: 3.09B vs. SMFPX (1.23B). TORCX pays higher dividends than SMFPX: TORCX (4.36) vs SMFPX (3.64). SMFPX was incepted earlier than TORCX: SMFPX (12 years) vs TORCX (13 years). SMFPX (2.15) is less costly to investors than TORCX (1.92). 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 : 24.70 vs. SMFPX (18.08). TORCX return over 5 years is better than : 192.48 vs. SMFPX (160.80).
| SMFPX | TORCX | SMFPX / TORCX | |
| Total Expense Ratio | 2.12 | 1.92 | 110% |
| Annual Report Gross Expense Ratio | 2.15 | 1.92 | 112% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -1.026 | -0.072 | 1,433% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 3.09B | 40% |
| Annual Yield % from dividends | 3.64 | 4.36 | 83% |
| Returns for 1 year | 18.08 | 24.70 | 73% |
| Returns for 3 years | 53.20 | 56.48 | 94% |
| Returns for 5 years | 160.80 | 192.48 | 84% |
| Returns for 10 years | 15.17 | 45.15 | 34% |