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SPMWX vs TORTX
SPMWX vs TORTX Comparison Chart
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SPMWX 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 SPMWX is a StrongBuy and TORTX is a Buy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.09B vs. SPMWX (2.04B). SPMWX pays higher dividends than TORTX: SPMWX (6.06) vs TORTX (4.85). SPMWX was incepted earlier than TORTX: SPMWX (6 years) vs TORTX (14 years). SPMWX (6.87) is less costly to investors than TORTX (1.17). TORTX is a more actively managed with annual turnover of: 22.00 vs. SPMWX (20.00). SPMWX has a lower initial minimum investment than TORTX: SPMWX (1000) vs TORTX (2500). TORTX annual gain was more profitable for investors over the last year : 25.65 vs. SPMWX (16.50). SPMWX return over 5 years is better than : 248.99 vs. TORTX (189.59).
| SPMWX | TORTX | SPMWX / TORTX | |
| Total Expense Ratio | 6.84 | 1.17 | 585% |
| Annual Report Gross Expense Ratio | 6.87 | 1.17 | 587% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 1.917 | 0.249 | 770% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 3.09B | 66% |
| Annual Yield % from dividends | 6.06 | 4.85 | 125% |
| Returns for 1 year | 16.50 | 25.65 | 64% |
| Returns for 3 years | 76.71 | 63.77 | 120% |
| Returns for 5 years | 248.99 | 189.59 | 131% |
| Returns for 10 years | N/A | 56.25 | - |
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