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SOPIX vs TMSRX
SOPIX vs TMSRX Comparison Chart
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SOPIX vs. TMSRX commentary
Apr 28, 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 SOPIX is a Hold and TMSRX is a Hold.
FUNDAMENTALS
Fundamentals
TMSRX has more cash in the bank: 307M vs. SOPIX (1.68M). SOPIX pays higher dividends than TMSRX: SOPIX (9.59) vs TMSRX (6.69). SOPIX was incepted earlier than TMSRX: SOPIX (23 years) vs TMSRX (7 years). SOPIX (2.92) is less costly to investors than TMSRX (1.40). TMSRX has a lower initial minimum investment than SOPIX: TMSRX (2500) vs SOPIX (15000). TMSRX annual gain was more profitable for investors over the last year : 1.52 vs. SOPIX (-8.67). TMSRX return over 5 years is better than : 9.52 vs. SOPIX (-61.15).
| SOPIX | TMSRX | SOPIX / TMSRX | |
| Total Expense Ratio | 1.78 | 1.19 | 150% |
| Annual Report Gross Expense Ratio | 2.92 | 1.40 | 209% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 6.448 | -0.435 | -1,481% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 2500 | 600% |
| Min. Initial Investment IRA | 15000 | N/A | - |
| Net Assets | 1.68M | 307M | 1% |
| Annual Yield % from dividends | 9.59 | 6.69 | 143% |
| Returns for 1 year | -8.67 | 1.52 | -570% |
| Returns for 3 years | -31.59 | 8.20 | -385% |
| Returns for 5 years | -61.15 | 9.52 | -643% |
| Returns for 10 years | -84.81 | N/A | - |
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