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SMFPX vs TORCX
SMFPX vs TORCX Comparison Chart in %
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SMFPX vs. TORCX commentary
Aug 18, 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 Hold and TORCX is a Buy.
FUNDAMENTALS
Fundamentals
TORCX has more cash in the bank: 3.24B vs. SMFPX (1.28B). TORCX pays higher dividends than SMFPX: TORCX (4.25) vs SMFPX (3.40). SMFPX was incepted earlier than TORCX: SMFPX (13 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 (16.97) and SMFPX (16.26) have marching annual gain over last year. TORCX return over 5 years is better than : 165.57 vs. SMFPX (136.95).
| SMFPX | TORCX | SMFPX / TORCX | |
| Total Expense Ratio | 2.12 | 1.92 | 110% |
| Annual Report Gross Expense Ratio | 2.15 | 1.92 | 112% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 3.485 | 1.409 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 3.24B | 39% |
| Annual Yield % from dividends | 3.40 | 4.25 | 80% |
| Returns for 1 year | 16.26 | 16.97 | 96% |
| Returns for 3 years | 53.06 | 53.42 | 99% |
| Returns for 5 years | 136.95 | 165.57 | 83% |
| Returns for 10 years | 47.42 | 74.07 | 64% |
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