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SPMHX vs TORTX
SPMHX vs TORTX Comparison
Open Charts SPMHX vs TORTX
SPMHX vs TORTX Comparison Chart in %
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SPMHX vs. TORTX commentary
Sep 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.97B vs. SPMHX (1.22B). SPMHX pays higher dividends than TORTX: SPMHX (4.87) vs TORTX (3.67). 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). SPMHX (27.87) and TORTX (27.01) have marching annual gain over last year. SPMHX return over 5 years is better than : 200.56 vs. TORTX (161.49).
| 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 | 25.713 | 26.626 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 3.97B | 31% |
| Annual Yield % from dividends | 4.87 | 3.67 | 133% |
| Returns for 1 year | 27.87 | 27.01 | 103% |
| Returns for 3 years | 92.56 | 96.37 | 96% |
| Returns for 5 years | 200.56 | 161.49 | 124% |
| Returns for 10 years | N/A | 154.61 | - |
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