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SMFPX vs TORTX
SMFPX vs TORTX Comparison Chart
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SMFPX vs. TORTX commentary
Jun 06, 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 StrongBuy and TORTX is a Buy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.18B vs. SMFPX (1.26B). TORTX pays higher dividends than SMFPX: TORTX (4.82) vs SMFPX (3.50). SMFPX was incepted earlier than TORTX: SMFPX (12 years) vs TORTX (14 years). SMFPX (2.15) is less costly to investors than TORTX (1.17). SMFPX is a more actively managed with annual turnover of: 74.00 vs. TORTX (22.00). 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 : 27.56 vs. SMFPX (21.67). TORTX return over 5 years is better than : 151.14 vs. SMFPX (115.36).
| SMFPX | TORTX | SMFPX / TORTX | |
| Total Expense Ratio | 2.12 | 1.17 | 181% |
| Annual Report Gross Expense Ratio | 2.15 | 1.17 | 184% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 1.906 | 2.339 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 3.18B | 40% |
| Annual Yield % from dividends | 3.50 | 4.82 | 73% |
| Returns for 1 year | 21.67 | 27.56 | 79% |
| Returns for 3 years | 45.23 | 52.83 | 86% |
| Returns for 5 years | 115.36 | 151.14 | 76% |
| Returns for 10 years | 24.37 | 70.04 | 35% |
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