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SPMHX vs TORCX
SPMHX vs TORCX Comparison Chart
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SPMHX vs. TORCX commentary
May 11, 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 SPMHX is a StrongBuy and TORCX is a Buy.
FUNDAMENTALS
Fundamentals
TORCX has more cash in the bank: 3.09B vs. SPMHX (1.09B). SPMHX pays higher dividends than TORCX: SPMHX (5.26) vs TORCX (4.36). SPMHX was incepted earlier than TORCX: SPMHX (6 years) vs TORCX (13 years). SPMHX (2.76) is less costly to investors than TORCX (1.92). SPMHX is a more actively managed with annual turnover of: 101.00 vs. TORCX (22.00). TORCX has a lower initial minimum investment than SPMHX: TORCX (2500) vs SPMHX (1000000). TORCX annual gain was more profitable for investors over the last year : 24.70 vs. SPMHX (17.10). SPMHX return over 5 years is better than : 245.40 vs. TORCX (179.92).
| SPMHX | TORCX | SPMHX / TORCX | |
| Total Expense Ratio | 2.76 | 1.92 | 144% |
| Annual Report Gross Expense Ratio | 2.76 | 1.92 | 144% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | -0.277 | -0.072 | 387% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 3.09B | 35% |
| Annual Yield % from dividends | 5.26 | 4.36 | 121% |
| Returns for 1 year | 17.10 | 24.70 | 69% |
| Returns for 3 years | 85.72 | 60.56 | 142% |
| Returns for 5 years | 245.40 | 179.92 | 136% |
| Returns for 10 years | N/A | 47.17 | - |
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