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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
Sep 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.97B vs. SMRPX (1.4B). SMRPX (3.74) and TORTX (3.67) 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 : 27.01 vs. SMRPX (22.85). TORTX return over 5 years is better than : 161.49 vs. SMRPX (142.87).
| 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 | 23.348 | 26.626 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 3.97B | 35% |
| Annual Yield % from dividends | 3.74 | 3.67 | 102% |
| Returns for 1 year | 22.85 | 27.01 | 85% |
| Returns for 3 years | 86.50 | 96.37 | 90% |
| Returns for 5 years | 142.87 | 161.49 | 88% |
| Returns for 10 years | 141.12 | 154.61 | 91% |
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