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SPMHX vs TORIX
SPMHX vs TORIX Comparison Chart in %
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SPMHX vs. TORIX commentary
Jul 16, 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 Hold and TORIX is a Buy.
FUNDAMENTALS
Fundamentals
TORIX has more cash in the bank: 3.22B vs. SPMHX (1.11B). SPMHX pays higher dividends than TORIX: SPMHX (5.20) vs TORIX (4.79). SPMHX was incepted earlier than TORIX: SPMHX (6 years) vs TORIX (14 years). SPMHX (2.76) is less costly to investors than TORIX (0.92). SPMHX is a more actively managed with annual turnover of: 101.00 vs. TORIX (22.00). SPMHX (1000000) and TORIX (1000000) have matching initial minimum investment requirements. TORIX annual gain was more profitable for investors over the last year : 21.77 vs. SPMHX (17.10). SPMHX return over 5 years is better than : 255.52 vs. TORIX (199.62).
| SPMHX | TORIX | SPMHX / TORIX | |
| Total Expense Ratio | 2.76 | 0.92 | 300% |
| Annual Report Gross Expense Ratio | 2.76 | 0.92 | 300% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 3.875 | 3.306 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 3.22B | 34% |
| Annual Yield % from dividends | 5.20 | 4.79 | 109% |
| Returns for 1 year | 17.10 | 21.77 | 79% |
| Returns for 3 years | 104.39 | 83.03 | 126% |
| Returns for 5 years | 255.52 | 199.62 | 128% |
| Returns for 10 years | N/A | 80.05 | - |
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