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SMRPX vs TORTX
SMRPX vs TORTX Comparison
Open Charts SMRPX vs TORTX
SMRPX vs TORTX Comparison Chart in %
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SMRPX vs. TORTX commentary
Aug 03, 2026
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: 3.96B vs. SMRPX (1.42B). TORTX (3.85) and SMRPX (3.76) have matching dividends . SMRPX was incepted earlier than TORTX: SMRPX (11 years) vs TORTX (15 years). TORTX (1.16) is less costly to investors than SMRPX (1.03). SMRPX is a more actively managed with annual turnover of: 52.00 vs. TORTX (18.00). 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 : 26.95 vs. SMRPX (23.83). TORTX return over 5 years is better than : 160.68 vs. SMRPX (145.11).
| SMRPX | TORTX | SMRPX / TORTX | |
| Total Expense Ratio | 0.99 | 1.16 | 85% |
| Annual Report Gross Expense Ratio | 1.03 | 1.16 | 89% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 23.272 | 25.767 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 3.96B | 36% |
| Annual Yield % from dividends | 3.76 | 3.85 | 98% |
| Returns for 1 year | 23.83 | 26.95 | 88% |
| Returns for 3 years | 88.55 | 97.56 | 91% |
| Returns for 5 years | 145.11 | 160.68 | 90% |
| Returns for 10 years | 160.72 | 171.02 | 94% |
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