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SMFPX vs TORTX
SMFPX vs TORTX Comparison Chart
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SMFPX vs. TORTX commentary
Jan 19, 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 TORTX is a Hold.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.39B vs. SMFPX (1.33B). SMFPX (4.75) and TORTX (4.54) have matching dividends . SMFPX was incepted earlier than TORTX: SMFPX (12 years) vs TORTX (14 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 : 58.46 vs. SMFPX (52.07). TORTX return over 5 years is better than : 98.87 vs. SMFPX (92.29).
| SMFPX | TORTX | SMFPX / TORTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 9.047 | 9.307 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 3.39B | 39% |
| Annual Yield % from dividends | 4.75 | 4.54 | 105% |
| Returns for 1 year | 52.07 | 58.46 | 89% |
| Returns for 3 years | 85.17 | 89.42 | 95% |
| Returns for 5 years | 92.29 | 98.87 | 93% |
| Returns for 10 years | 40.66 | 83.60 | 49% |
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