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SMFPX vs TORCX
SMFPX vs TORCX Comparison Chart in %
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SMFPX vs. TORCX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
TORCX has more cash in the bank: 3.14B vs. SMFPX (1.22B). TORCX pays higher dividends than SMFPX: TORCX (4.24) vs SMFPX (3.37). SMFPX was incepted earlier than TORCX: SMFPX (13 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). SMFPX (5.89) and TORCX (5.85) have marching annual gain over last year. TORCX return over 5 years is better than : 193.86 vs. SMFPX (161.24).
| SMFPX | TORCX | SMFPX / TORCX | |
| Total Expense Ratio | 2.12 | 1.92 | 110% |
| Annual Report Gross Expense Ratio | 2.15 | 1.92 | 112% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 0.891 | -0.853 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 3.14B | 39% |
| Annual Yield % from dividends | 3.37 | 4.24 | 79% |
| Returns for 1 year | 5.89 | 5.85 | 101% |
| Returns for 3 years | 58.74 | 59.98 | 98% |
| Returns for 5 years | 161.24 | 193.86 | 83% |
| Returns for 10 years | 57.22 | 84.30 | 68% |
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