Ad is loading...
SPMHX vs TORTX
SPMHX vs TORTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPMHX vs. TORTX commentary
Apr 25, 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: 3.08B vs. SPMHX (1.18B). 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 : 26.84 vs. SPMHX (18.92). SPMHX return over 5 years is better than : 281.10 vs. TORTX (209.11).
| 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 | 0.297 | 0.035 | 836% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 3.08B | 38% |
| Annual Yield % from dividends | 4.79 | 4.53 | 106% |
| Returns for 1 year | 18.92 | 26.84 | 71% |
| Returns for 3 years | 82.77 | 60.05 | 138% |
| Returns for 5 years | 281.10 | 209.11 | 134% |
| Returns for 10 years | N/A | 52.16 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...