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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
Jun 24, 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 StrongBuy and TORTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.81B vs. SMFPX (1.4B). TORTX pays higher dividends than SMFPX: TORTX (4.06) vs SMFPX (2.85). SMFPX was incepted earlier than TORTX: SMFPX (13 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 (23.75) and SMFPX (23.00) have marching annual gain over last year. TORTX return over 5 years is better than : 138.02 vs. SMFPX (113.85).
| SMFPX | TORTX | SMFPX / TORTX | |
| Total Expense Ratio | 2.09 | 1.16 | 180% |
| Annual Report Gross Expense Ratio | 2.13 | 1.16 | 184% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 20.102 | 20.756 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 3.81B | 37% |
| Annual Yield % from dividends | 2.85 | 4.06 | 70% |
| Returns for 1 year | 23.00 | 23.75 | 97% |
| Returns for 3 years | 91.57 | 105.29 | 87% |
| Returns for 5 years | 113.85 | 138.02 | 82% |
| Returns for 10 years | 134.64 | 164.92 | 82% |
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