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SPMHX vs TORTX
SPMHX vs TORTX Comparison Chart in %
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SPMHX vs. TORTX commentary
Aug 02, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.29B vs. SPMHX (1.1B). SPMHX pays higher dividends than TORTX: SPMHX (5.27) vs TORTX (4.72). 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 : 19.67 vs. SPMHX (18.10). SPMHX return over 5 years is better than : 261.96 vs. TORTX (198.39).
| 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 | 4.232 | 2.717 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 3.29B | 34% |
| Annual Yield % from dividends | 5.27 | 4.72 | 112% |
| Returns for 1 year | 18.10 | 19.67 | 92% |
| Returns for 3 years | 85.13 | 63.29 | 135% |
| Returns for 5 years | 261.96 | 198.39 | 132% |
| Returns for 10 years | N/A | 83.62 | - |
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