Interact to see
Advertisement
Advertisement
SMFPX vs TORTX
SMFPX vs TORTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMFPX vs. TORTX commentary
Sep 17, 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 Buy and TORTX is a Buy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.28B vs. SMFPX (1.25B). TORTX pays higher dividends than SMFPX: TORTX (4.76) vs SMFPX (3.42). SMFPX was incepted earlier than TORTX: SMFPX (13 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 : 14.87 vs. SMFPX (12.58). TORTX return over 5 years is better than : 206.16 vs. SMFPX (164.55).
| 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 | 3.685 | 3.358 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 3.28B | 38% |
| Annual Yield % from dividends | 3.42 | 4.76 | 72% |
| Returns for 1 year | 12.58 | 14.87 | 85% |
| Returns for 3 years | 57.25 | 64.01 | 89% |
| Returns for 5 years | 164.55 | 206.16 | 80% |
| Returns for 10 years | 62.71 | 108.33 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement