SMFPX | TORTX | SMFPX / TORTX | |
Total Expense Ratio | 2.12 | 1.17 | 181% |
Annual Report Gross Expense Ratio | 2.15 | 1.17 | 184% |
Fund Existence | 13 years | 14 years | - |
Gain YTD | 3.193 | 2.717 | 118% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.28B | 3.29B | 39% |
Annual Yield % from dividends | 3.40 | 4.72 | 72% |
Returns for 1 year | 16.81 | 19.67 | 85% |
Returns for 3 years | 58.10 | 63.29 | 92% |
Returns for 5 years | 154.71 | 198.39 | 78% |
Returns for 10 years | 39.97 | 83.62 | 48% |