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SPMHX vs TORTX
SPMHX vs TORTX Comparison Chart
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SPMHX vs. TORTX commentary
Jun 06, 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 TORTX is a Buy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.18B vs. SPMHX (1.09B). SPMHX pays higher dividends than TORTX: SPMHX (5.27) vs TORTX (4.82). SPMHX was incepted earlier than TORTX: SPMHX (6 years) vs TORTX (14 years). SPMHX (2.76) is less costly to investors than TORTX (1.17). SPMHX is a more actively managed with annual turnover of: 101.00 vs. TORTX (22.00). TORTX has a lower initial minimum investment than SPMHX: TORTX (2500) vs SPMHX (1000000). TORTX annual gain was more profitable for investors over the last year : 27.56 vs. SPMHX (23.86). SPMHX return over 5 years is better than : 198.45 vs. TORTX (151.14).
| SPMHX | TORTX | SPMHX / TORTX | |
| Total Expense Ratio | 2.76 | 1.17 | 236% |
| Annual Report Gross Expense Ratio | 2.76 | 1.17 | 236% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 1.850 | 2.339 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 3.18B | 34% |
| Annual Yield % from dividends | 5.27 | 4.82 | 109% |
| Returns for 1 year | 23.86 | 27.56 | 87% |
| Returns for 3 years | 70.55 | 52.83 | 134% |
| Returns for 5 years | 198.45 | 151.14 | 131% |
| Returns for 10 years | N/A | 70.04 | - |
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