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SPMQX vs TORTX
SPMQX vs TORTX Comparison Chart
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SPMQX vs. TORTX commentary
Apr 25, 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 SPMQX is a Buy and TORTX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 4.17B vs. TORTX (3.08B). SPMQX pays higher dividends than TORTX: SPMQX (6.52) vs TORTX (4.53). SPMQX was incepted earlier than TORTX: SPMQX (6 years) vs TORTX (14 years). SPMQX (6.24) is less costly to investors than TORTX (1.18). TORTX is a more actively managed with annual turnover of: 22.00 vs. SPMQX (11.00). TORTX has a lower initial minimum investment than SPMQX: TORTX (2500) vs SPMQX (1000000). TORTX annual gain was more profitable for investors over the last year : 26.84 vs. SPMQX (12.04). SPMQX return over 5 years is better than : 303.01 vs. TORTX (209.11).
| SPMQX | TORTX | SPMQX / TORTX | |
| Total Expense Ratio | 6.24 | 1.18 | 529% |
| Annual Report Gross Expense Ratio | 6.24 | 1.18 | 529% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 1.609 | 0.035 | 4,536% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 3.08B | 135% |
| Annual Yield % from dividends | 6.52 | 4.53 | 144% |
| Returns for 1 year | 12.04 | 26.84 | 45% |
| Returns for 3 years | 66.25 | 60.05 | 110% |
| Returns for 5 years | 303.01 | 209.11 | 145% |
| Returns for 10 years | N/A | 52.16 | - |
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