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SPMHX vs TORTX
SPMHX vs TORTX Comparison Chart
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SPMHX vs. TORTX commentary
Jan 18, 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 Hold.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.39B vs. SPMHX (1.11B). 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 : 58.46 vs. SPMHX (53.21). SPMHX return over 5 years is better than : 132.42 vs. TORTX (98.87).
| 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 | 7.258 | 9.307 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 3.39B | 33% |
| Annual Yield % from dividends | 5.12 | 4.54 | 113% |
| Returns for 1 year | 53.21 | 58.46 | 91% |
| Returns for 3 years | 114.45 | 89.42 | 128% |
| Returns for 5 years | 132.42 | 98.87 | 134% |
| Returns for 10 years | N/A | 83.60 | - |
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