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SPMHX vs TORTX
SPMHX vs TORTX Comparison Chart
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SPMHX vs. TORTX 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 Hold and TORTX is a Buy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.39B vs. SPMHX (1.19B). SPMHX pays higher dividends than TORTX: SPMHX (4.79) vs TORTX (4.53). SPMHX was incepted earlier than TORTX: SPMHX (6 years) vs TORTX (14 years). SPMHX (2.76) is less costly to investors than TORTX (1.18). 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 : 37.66 vs. SPMHX (28.29). SPMHX return over 5 years is better than : 430.21 vs. TORTX (308.65).
| SPMHX | TORTX | SPMHX / TORTX | |
| Total Expense Ratio | 2.76 | 1.18 | 234% |
| Annual Report Gross Expense Ratio | 2.76 | 1.18 | 234% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 8.625 | 8.848 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 3.39B | 35% |
| Annual Yield % from dividends | 4.79 | 4.53 | 106% |
| Returns for 1 year | 28.29 | 37.66 | 75% |
| Returns for 3 years | 93.49 | 67.62 | 138% |
| Returns for 5 years | 430.21 | 308.65 | 139% |
| Returns for 10 years | N/A | 72.66 | - |
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