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SMFPX vs TORTX
SMFPX vs TORTX Comparison Chart in %
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SMFPX vs. TORTX commentary
Feb 04, 2026
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 TORTX is a Hold.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.46B vs. SMFPX (1.29B). TORTX pays higher dividends than SMFPX: TORTX (4.53) vs SMFPX (3.19). SMFPX was incepted earlier than TORTX: SMFPX (13 years) vs TORTX (15 years). SMFPX (2.15) is less costly to investors than TORTX (1.17). SMFPX is a more actively managed with annual turnover of: 52.00 vs. TORTX (22.00). SMFPX has a lower initial minimum investment than TORTX: SMFPX (1000) vs TORTX (2500). TORTX (6.92) and SMFPX (6.78) have marching annual gain over last year. TORTX return over 5 years is better than : 174.34 vs. SMFPX (123.81).
| SMFPX | TORTX | SMFPX / TORTX | |
| Total Expense Ratio | 2.12 | 1.17 | 181% |
| Annual Report Gross Expense Ratio | 2.15 | 1.17 | 184% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 8.213 | 8.373 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 3.46B | 37% |
| Annual Yield % from dividends | 3.19 | 4.53 | 70% |
| Returns for 1 year | 6.78 | 6.92 | 98% |
| Returns for 3 years | 66.05 | 76.07 | 87% |
| Returns for 5 years | 123.81 | 174.34 | 71% |
| Returns for 10 years | 182.43 | 211.07 | 86% |
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