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SMFPX vs TORTX
SMFPX vs TORTX Comparison Chart
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SMFPX vs. TORTX 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 Hold and TORTX is a Buy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.39B vs. SMFPX (1.35B). TORTX pays higher dividends than SMFPX: TORTX (4.53) vs SMFPX (3.38). SMFPX was incepted earlier than TORTX: SMFPX (12 years) vs TORTX (14 years). SMFPX (2.13) is less costly to investors than TORTX (1.18). 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 : 37.66 vs. SMFPX (30.83). TORTX return over 5 years is better than : 308.65 vs. SMFPX (245.97).
| SMFPX | TORTX | SMFPX / TORTX | |
| Total Expense Ratio | 2.13 | 1.18 | 181% |
| Annual Report Gross Expense Ratio | 2.13 | 1.18 | 181% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 7.802 | 8.848 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 3.39B | 40% |
| Annual Yield % from dividends | 3.38 | 4.53 | 75% |
| Returns for 1 year | 30.83 | 37.66 | 82% |
| Returns for 3 years | 59.36 | 67.62 | 88% |
| Returns for 5 years | 245.97 | 308.65 | 80% |
| Returns for 10 years | 28.92 | 72.66 | 40% |
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