Interact to see
Advertisement
Advertisement
SMFPX vs TORTX
SMFPX vs TORTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMFPX vs. TORTX commentary
Jul 27, 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 TORTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.21B vs. SMFPX (1.26B). TORTX pays higher dividends than SMFPX: TORTX (4.68) vs SMFPX (3.39). SMFPX was incepted earlier than TORTX: SMFPX (13 years) vs TORTX (14 years). SMFPX (2.15) is less costly to investors than TORTX (1.17). SMFPX is a more actively managed with annual turnover of: 74.00 vs. TORTX (22.00). SMFPX has a lower initial minimum investment than TORTX: SMFPX (1000) vs TORTX (2500). TORTX annual gain was more profitable for investors over the last year : 20.40 vs. SMFPX (16.77). TORTX return over 5 years is better than : 193.34 vs. SMFPX (150.05).
| 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 | 1.709 | 1.367 | 125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 3.21B | 39% |
| Annual Yield % from dividends | 3.39 | 4.68 | 72% |
| Returns for 1 year | 16.77 | 20.40 | 82% |
| Returns for 3 years | 61.00 | 65.29 | 93% |
| Returns for 5 years | 150.05 | 193.34 | 78% |
| Returns for 10 years | 35.12 | 77.78 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers