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SPMVX vs TORTX
SPMVX vs TORTX Comparison Chart
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SPMVX vs. TORTX commentary
May 11, 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 SPMVX is a StrongBuy and TORTX is a Buy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.09B vs. SPMVX (2.04B). SPMVX pays higher dividends than TORTX: SPMVX (5.82) vs TORTX (4.85). SPMVX was incepted earlier than TORTX: SPMVX (6 years) vs TORTX (14 years). SPMVX (6.28) is less costly to investors than TORTX (1.17). TORTX is a more actively managed with annual turnover of: 22.00 vs. SPMVX (20.00). TORTX has a lower initial minimum investment than SPMVX: TORTX (2500) vs SPMVX (1000000). TORTX annual gain was more profitable for investors over the last year : 25.65 vs. SPMVX (17.20). SPMVX return over 5 years is better than : 258.91 vs. TORTX (189.59).
| SPMVX | TORTX | SPMVX / TORTX | |
| Total Expense Ratio | 6.28 | 1.17 | 537% |
| Annual Report Gross Expense Ratio | 6.28 | 1.17 | 537% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 2.178 | 0.249 | 874% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 3.09B | 66% |
| Annual Yield % from dividends | 5.82 | 4.85 | 120% |
| Returns for 1 year | 17.20 | 25.65 | 67% |
| Returns for 3 years | 79.57 | 63.77 | 125% |
| Returns for 5 years | 258.91 | 189.59 | 137% |
| Returns for 10 years | N/A | 56.25 | - |
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