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SPMHX vs TORIX
SPMHX vs TORIX Comparison Chart
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SPMHX vs. TORIX commentary
Dec 23, 2024
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 Buy and TORIX is a Buy.
FUNDAMENTALS
Fundamentals
TORIX has more cash in the bank: 3.05B vs. SPMHX (1.18B). SPMHX pays higher dividends than TORIX: SPMHX (5.12) vs TORIX (4.49). SPMHX was incepted earlier than TORIX: SPMHX (6 years) vs TORIX (14 years). SPMHX is a more actively managed with annual turnover of: 32.00 vs. TORIX (7.00). SPMHX (1000000) and TORIX (1000000) have matching initial minimum investment requirements. TORIX (41.14) and SPMHX (40.05) have marching annual gain over last year. SPMHX return over 5 years is better than : 121.26 vs. TORIX (87.45).
| SPMHX | TORIX | SPMHX / TORIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 39.189 | 40.660 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 3.05B | 39% |
| Annual Yield % from dividends | 5.12 | 4.49 | 114% |
| Returns for 1 year | 40.05 | 41.14 | 97% |
| Returns for 3 years | 125.83 | 91.27 | 138% |
| Returns for 5 years | 121.26 | 87.45 | 139% |
| Returns for 10 years | N/A | 60.53 | - |
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