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SMRPX vs TORTX
SMRPX vs TORTX Comparison Chart in %
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SMRPX vs. TORTX commentary
Aug 02, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.29B vs. SMRPX (1.28B). TORTX pays higher dividends than SMRPX: TORTX (4.72) vs SMRPX (4.44). SMRPX was incepted earlier than TORTX: SMRPX (10 years) vs TORTX (14 years). TORTX (1.17) is less costly to investors than SMRPX (1.05). 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 : 21.30 vs. SMRPX (19.86). TORTX return over 5 years is better than : 201.37 vs. SMRPX (171.47).
| SMRPX | TORTX | SMRPX / TORTX | |
| Total Expense Ratio | 1.02 | 1.17 | 87% |
| Annual Report Gross Expense Ratio | 1.05 | 1.17 | 90% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 4.847 | 3.742 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 3.29B | 39% |
| Annual Yield % from dividends | 4.44 | 4.72 | 94% |
| Returns for 1 year | 19.86 | 21.30 | 93% |
| Returns for 3 years | 65.29 | 65.93 | 99% |
| Returns for 5 years | 171.47 | 201.37 | 85% |
| Returns for 10 years | N/A | 86.87 | - |
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