Ad is loading...
SPMHX vs TORIX
SPMHX vs TORIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPMHX vs. TORIX commentary
Jan 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 Buy and TORIX is a Hold.
FUNDAMENTALS
Fundamentals
TORIX has more cash in the bank: 3.39B vs. SPMHX (1.11B). 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 annual gain was more profitable for investors over the last year : 56.68 vs. SPMHX (51.41). SPMHX return over 5 years is better than : 147.92 vs. TORIX (107.65).
| 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 | 7.490 | 8.476 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 3.39B | 33% |
| Annual Yield % from dividends | 5.12 | 4.49 | 114% |
| Returns for 1 year | 51.41 | 56.68 | 91% |
| Returns for 3 years | 122.63 | 96.75 | 127% |
| Returns for 5 years | 147.92 | 107.65 | 137% |
| Returns for 10 years | N/A | 82.04 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...