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SMRPX vs TORTX
SMRPX vs TORTX Comparison Chart
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SMRPX vs. TORTX commentary
Apr 25, 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 StrongBuy and TORTX is a Buy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.08B vs. SMRPX (1.22B). TORTX (4.53) and SMRPX (4.35) have matching dividends . SMRPX was incepted earlier than TORTX: SMRPX (9 years) vs TORTX (14 years). TORTX (1.18) is less costly to investors than SMRPX (1.06). SMRPX is a more actively managed with annual turnover of: 74.00 vs. TORTX (22.00). 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 : 26.84 vs. SMRPX (20.08). TORTX return over 5 years is better than : 209.11 vs. SMRPX (176.79).
| SMRPX | TORTX | SMRPX / TORTX | |
| Total Expense Ratio | 1.06 | 1.18 | 90% |
| Annual Report Gross Expense Ratio | 1.06 | 1.18 | 90% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -1.751 | 0.035 | -4,936% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 3.08B | 40% |
| Annual Yield % from dividends | 4.35 | 4.53 | 96% |
| Returns for 1 year | 20.08 | 26.84 | 75% |
| Returns for 3 years | 55.74 | 60.05 | 93% |
| Returns for 5 years | 176.79 | 209.11 | 85% |
| Returns for 10 years | N/A | 52.16 | - |
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