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SPMHX vs TORIX
SPMHX vs TORIX Comparison Chart
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SPMHX vs. TORIX commentary
Apr 04, 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 Buy and TORIX is a Buy.
FUNDAMENTALS
Fundamentals
TORIX has more cash in the bank: 3.39B vs. SPMHX (1.19B). SPMHX (4.79) and TORIX (4.64) have matching dividends . SPMHX was incepted earlier than TORIX: SPMHX (6 years) vs TORIX (14 years). SPMHX (2.76) is less costly to investors than TORIX (0.93). 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 : 37.97 vs. SPMHX (28.29). SPMHX return over 5 years is better than : 430.21 vs. TORIX (313.73).
| SPMHX | TORIX | SPMHX / TORIX | |
| Total Expense Ratio | 2.76 | 0.93 | 297% |
| Annual Report Gross Expense Ratio | 2.76 | 0.93 | 297% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 8.625 | 8.857 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 3.39B | 35% |
| Annual Yield % from dividends | 4.79 | 4.64 | 103% |
| Returns for 1 year | 28.29 | 37.97 | 75% |
| Returns for 3 years | 93.49 | 68.68 | 136% |
| Returns for 5 years | 430.21 | 313.73 | 137% |
| Returns for 10 years | N/A | 76.68 | - |
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