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SPMHX vs TORTX
SPMHX vs TORTX Comparison Chart
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SPMHX vs. TORTX commentary
Feb 23, 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 TORTX is a Buy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.29B vs. SPMHX (1.17B). SPMHX pays higher dividends than TORTX: SPMHX (5.12) vs TORTX (4.54). SPMHX was incepted earlier than TORTX: SPMHX (6 years) vs TORTX (14 years). SPMHX is a more actively managed with annual turnover of: 32.00 vs. TORTX (7.00). 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 : 42.80 vs. SPMHX (37.37). SPMHX return over 5 years is better than : 155.22 vs. TORTX (100.88).
| SPMHX | TORTX | SPMHX / TORTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 6.182 | 4.575 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 3.29B | 36% |
| Annual Yield % from dividends | 5.12 | 4.54 | 113% |
| Returns for 1 year | 37.37 | 42.80 | 87% |
| Returns for 3 years | 111.49 | 83.65 | 133% |
| Returns for 5 years | 155.22 | 100.88 | 154% |
| Returns for 10 years | N/A | 66.39 | - |
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