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SMFPX vs TORTX
SMFPX vs TORTX Comparison
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SMFPX vs TORTX Comparison Chart in %
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SMFPX vs. TORTX commentary
Aug 03, 2026
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: 3.96B vs. SMFPX (1.42B). TORTX pays higher dividends than SMFPX: TORTX (3.85) vs SMFPX (2.75). SMFPX was incepted earlier than TORTX: SMFPX (14 years) vs TORTX (15 years). SMFPX (2.13) is less costly to investors than TORTX (1.16). SMFPX is a more actively managed with annual turnover of: 52.00 vs. TORTX (18.00). 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 : 26.95 vs. SMFPX (22.43). TORTX return over 5 years is better than : 160.68 vs. SMFPX (132.11).
| SMFPX | TORTX | SMFPX / TORTX | |
| Total Expense Ratio | 2.09 | 1.16 | 180% |
| Annual Report Gross Expense Ratio | 2.13 | 1.16 | 184% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 22.453 | 25.767 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 3.96B | 36% |
| Annual Yield % from dividends | 2.75 | 3.85 | 71% |
| Returns for 1 year | 22.43 | 26.95 | 83% |
| Returns for 3 years | 82.49 | 97.56 | 85% |
| Returns for 5 years | 132.11 | 160.68 | 82% |
| Returns for 10 years | 134.00 | 171.02 | 78% |
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