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 | 14 years | - |
Gain YTD | 2.487 | 2.485 | 100% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.24B | 3.25B | 38% |
Annual Yield % from dividends | 3.42 | 4.76 | 72% |
Returns for 1 year | 13.06 | 15.57 | 84% |
Returns for 3 years | 56.48 | 64.12 | 88% |
Returns for 5 years | 153.05 | 198.10 | 77% |
Returns for 10 years | 54.46 | 98.39 | 55% |