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SMFPX vs TORTX
SMFPX vs TORTX Comparison Chart
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SMFPX vs. TORTX commentary
Nov 18, 2024
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 TORTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.09B vs. SMFPX (1.22B). SMFPX (4.75) and TORTX (4.54) have matching dividends . SMFPX was incepted earlier than TORTX: SMFPX (12 years) vs TORTX (13 years). SMFPX is a more actively managed with annual turnover of: 91.00 vs. TORTX (7.00). SMFPX has a lower initial minimum investment than TORTX: SMFPX (1000) vs TORTX (2500). TORTX annual gain was more profitable for investors over the last year : 50.74 vs. SMFPX (44.27). TORTX return over 5 years is better than : 100.73 vs. SMFPX (93.02).
| SMFPX | TORTX | SMFPX / TORTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 38.024 | 44.810 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 3.09B | 40% |
| Annual Yield % from dividends | 4.75 | 4.54 | 105% |
| Returns for 1 year | 44.27 | 50.74 | 87% |
| Returns for 3 years | 67.15 | 81.76 | 82% |
| Returns for 5 years | 93.02 | 100.73 | 92% |
| Returns for 10 years | 13.44 | 45.71 | 29% |
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