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SMRPX vs TORIX
SMRPX vs TORIX Comparison Chart in %
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SMRPX vs. TORIX commentary
Jul 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 SMRPX is a Hold and TORIX is a Hold.
FUNDAMENTALS
Fundamentals
TORIX has more cash in the bank: 3.19B vs. SMRPX (1.26B). TORIX pays higher dividends than SMRPX: TORIX (4.79) vs SMRPX (4.43). SMRPX was incepted earlier than TORIX: SMRPX (10 years) vs TORIX (14 years). SMRPX (1.05) is less costly to investors than TORIX (0.92). SMRPX is a more actively managed with annual turnover of: 74.00 vs. TORIX (22.00). SMRPX (1000000) and TORIX (1000000) have matching initial minimum investment requirements. TORIX annual gain was more profitable for investors over the last year : 20.37 vs. SMRPX (17.09). TORIX return over 5 years is better than : 197.82 vs. SMRPX (164.48).
| SMRPX | TORIX | SMRPX / TORIX | |
| Total Expense Ratio | 1.02 | 0.92 | 111% |
| Annual Report Gross Expense Ratio | 1.05 | 0.92 | 114% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 2.757 | 2.298 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 3.19B | 40% |
| Annual Yield % from dividends | 4.43 | 4.79 | 93% |
| Returns for 1 year | 17.09 | 20.37 | 84% |
| Returns for 3 years | 80.40 | 81.25 | 99% |
| Returns for 5 years | 164.48 | 197.82 | 83% |
| Returns for 10 years | N/A | 78.30 | - |
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