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SPMHX vs TORTX
SPMHX vs TORTX Comparison
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SPMHX vs TORTX Comparison Chart in %
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SPMHX vs. TORTX commentary
Aug 03, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.96B vs. SPMHX (1.19B). SPMHX pays higher dividends than TORTX: SPMHX (4.98) vs TORTX (3.85). SPMHX was incepted earlier than TORTX: SPMHX (7 years) vs TORTX (15 years). SPMHX (1.20) and TORTX (1.16) have similar cost to investors . SPMHX is a more actively managed with annual turnover of: 50.00 vs. TORTX (18.00). 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 : 26.95 vs. SPMHX (23.14). SPMHX return over 5 years is better than : 193.78 vs. TORTX (160.68).
| SPMHX | TORTX | SPMHX / TORTX | |
| Total Expense Ratio | 1.20 | 1.16 | 103% |
| Annual Report Gross Expense Ratio | 1.20 | 1.16 | 103% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 22.576 | 25.767 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 3.96B | 30% |
| Annual Yield % from dividends | 4.98 | 3.85 | 129% |
| Returns for 1 year | 23.14 | 26.95 | 86% |
| Returns for 3 years | 93.26 | 97.56 | 96% |
| Returns for 5 years | 193.78 | 160.68 | 121% |
| Returns for 10 years | N/A | 171.02 | - |
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