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SMFPX vs TORIX
SMFPX vs TORIX Comparison Chart
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SMFPX vs. TORIX commentary
Apr 04, 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 Buy and TORIX is a Buy.
FUNDAMENTALS
Fundamentals
TORIX has more cash in the bank: 3.39B vs. SMFPX (1.35B). TORIX pays higher dividends than SMFPX: TORIX (4.64) vs SMFPX (3.38). SMFPX was incepted earlier than TORIX: SMFPX (12 years) vs TORIX (14 years). SMFPX (2.13) is less costly to investors than TORIX (0.93). SMFPX is a more actively managed with annual turnover of: 74.00 vs. TORIX (22.00). SMFPX has a lower initial minimum investment than TORIX: SMFPX (1000) vs TORIX (1000000). TORIX annual gain was more profitable for investors over the last year : 37.97 vs. SMFPX (30.83). TORIX return over 5 years is better than : 313.73 vs. SMFPX (245.97).
| SMFPX | TORIX | SMFPX / TORIX | |
| Total Expense Ratio | 2.13 | 0.93 | 229% |
| Annual Report Gross Expense Ratio | 2.13 | 0.93 | 229% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 7.802 | 8.857 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 3.39B | 40% |
| Annual Yield % from dividends | 3.38 | 4.64 | 73% |
| Returns for 1 year | 30.83 | 37.97 | 81% |
| Returns for 3 years | 59.36 | 68.68 | 86% |
| Returns for 5 years | 245.97 | 313.73 | 78% |
| Returns for 10 years | 28.92 | 76.68 | 38% |