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SPMHX vs TORIX
SPMHX vs TORIX Comparison Chart
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SPMHX vs. TORIX commentary
Apr 24, 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 TORIX is a Buy.
FUNDAMENTALS
Fundamentals
TORIX has more cash in the bank: 3.04B vs. SPMHX (1.18B). 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 : 27.49 vs. SPMHX (19.29). SPMHX return over 5 years is better than : 279.77 vs. TORIX (211.88).
| 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 | -0.055 | -0.175 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 3.04B | 39% |
| Annual Yield % from dividends | 4.79 | 4.64 | 103% |
| Returns for 1 year | 19.29 | 27.49 | 70% |
| Returns for 3 years | 76.76 | 55.70 | 138% |
| Returns for 5 years | 279.77 | 211.88 | 132% |
| Returns for 10 years | N/A | 55.04 | - |