Interact to see
Advertisement
Advertisement
SPMHX vs TORTX
SPMHX vs TORTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMHX vs. TORTX commentary
Aug 27, 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: 3.23B vs. SPMHX (1.07B). 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 : 15.66 vs. SPMHX (14.05). SPMHX return over 5 years is better than : 251.06 vs. TORTX (191.26).
| 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 | 2.572 | 2.322 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 3.23B | 33% |
| Annual Yield % from dividends | 5.27 | 4.72 | 112% |
| Returns for 1 year | 14.05 | 15.66 | 90% |
| Returns for 3 years | 72.91 | 55.64 | 131% |
| Returns for 5 years | 251.06 | 191.26 | 131% |
| Returns for 10 years | N/A | 92.89 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MLPEX | 7.45 | 0.02 | +0.27% |
| Invesco SteelPath MLP Select 40 C | |||
| GCEQX | 99.68 | N/A | N/A |
| Green Century Equity Individual Investor | |||
| VUIAX | 92.35 | N/A | N/A |
| Vanguard Utilities Index Adm | |||
| HWGAX | 16.35 | N/A | N/A |
| Hotchkis & Wiley Global Value A | |||
| NWXVX | 11.51 | N/A | N/A |
| Nationwide International Sm Cp Instl Svc | |||