Interact to see
Advertisement
Advertisement
SPMHX vs TORTX
SPMHX vs TORTX Comparison
Open Charts SPMHX vs TORTX
SPMHX vs TORTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPMHX vs. TORTX commentary
Jun 24, 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 StrongBuy and TORTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.81B vs. SPMHX (1.14B). SPMHX pays higher dividends than TORTX: SPMHX (5.14) vs TORTX (4.06). 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 : 23.75 vs. SPMHX (20.28). SPMHX return over 5 years is better than : 163.71 vs. TORTX (138.02).
| 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 | 17.948 | 20.756 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 3.81B | 30% |
| Annual Yield % from dividends | 5.14 | 4.06 | 127% |
| Returns for 1 year | 20.28 | 23.75 | 85% |
| Returns for 3 years | 103.54 | 105.29 | 98% |
| Returns for 5 years | 163.71 | 138.02 | 119% |
| Returns for 10 years | N/A | 164.92 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers