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SMFPX vs TORCX
SMFPX vs TORCX Comparison Chart
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SMFPX vs. TORCX commentary
Jun 16, 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 SMFPX is a Buy and TORCX is a Buy.
FUNDAMENTALS
Fundamentals
TORCX has more cash in the bank: 3.24B vs. SMFPX (1.29B). TORCX pays higher dividends than SMFPX: TORCX (4.33) vs SMFPX (3.50). SMFPX was incepted earlier than TORCX: SMFPX (12 years) vs TORCX (13 years). SMFPX (2.15) is less costly to investors than TORCX (1.92). SMFPX is a more actively managed with annual turnover of: 74.00 vs. TORCX (22.00). SMFPX has a lower initial minimum investment than TORCX: SMFPX (1000) vs TORCX (2500). TORCX annual gain was more profitable for investors over the last year : 28.45 vs. SMFPX (23.39). TORCX return over 5 years is better than : 181.46 vs. SMFPX (147.28).
| SMFPX | TORCX | SMFPX / TORCX | |
| Total Expense Ratio | 2.12 | 1.92 | 110% |
| Annual Report Gross Expense Ratio | 2.15 | 1.92 | 112% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 3.588 | 3.736 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 3.24B | 40% |
| Annual Yield % from dividends | 3.50 | 4.33 | 81% |
| Returns for 1 year | 23.39 | 28.45 | 82% |
| Returns for 3 years | 63.75 | 68.64 | 93% |
| Returns for 5 years | 147.28 | 181.46 | 81% |
| Returns for 10 years | 26.62 | 61.79 | 43% |
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