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SMRPX vs TORTX
SMRPX vs TORTX Comparison Chart
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SMRPX vs. TORTX commentary
Nov 18, 2024
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 StrongBuy and TORTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.09B vs. SMRPX (1.22B). SMRPX pays higher dividends than TORTX: SMRPX (5.72) vs TORTX (4.54). SMRPX was incepted earlier than TORTX: SMRPX (9 years) vs TORTX (13 years). SMRPX is a more actively managed with annual turnover of: 91.00 vs. TORTX (7.00). TORTX has a lower initial minimum investment than SMRPX: TORTX (2500) vs SMRPX (1000000). TORTX annual gain was more profitable for investors over the last year : 50.74 vs. SMRPX (45.97). SMRPX (103.69) and TORTX (100.73) have equivalent 5 years return.
| SMRPX | TORTX | SMRPX / TORTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 39.451 | 44.810 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 3.09B | 40% |
| Annual Yield % from dividends | 5.72 | 4.54 | 126% |
| Returns for 1 year | 45.97 | 50.74 | 91% |
| Returns for 3 years | 72.71 | 81.76 | 89% |
| Returns for 5 years | 103.69 | 100.73 | 103% |
| Returns for 10 years | N/A | 45.71 | - |
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