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SMRPX vs TORTX
SMRPX vs TORTX Comparison Chart
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SMRPX vs. TORTX commentary
Jan 19, 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 TORTX is a Hold.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.39B vs. SMRPX (1.33B). SMRPX pays higher dividends than TORTX: SMRPX (5.72) vs TORTX (4.54). SMRPX was incepted earlier than TORTX: SMRPX (9 years) vs TORTX (14 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 : 58.46 vs. SMRPX (53.74). SMRPX (102.85) and TORTX (98.87) 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 | 14 years | - |
| Gain YTD | 9.153 | 9.307 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 3.39B | 39% |
| Annual Yield % from dividends | 5.72 | 4.54 | 126% |
| Returns for 1 year | 53.74 | 58.46 | 92% |
| Returns for 3 years | 91.15 | 89.42 | 102% |
| Returns for 5 years | 102.85 | 98.87 | 104% |
| Returns for 10 years | N/A | 83.60 | - |
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