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SMFPX vs TORTX
SMFPX vs TORTX Comparison Chart in %
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SMFPX vs. TORTX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.22B vs. SMFPX (1.28B). 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 : 22.13 vs. SMFPX (17.57). TORTX return over 5 years is better than : 195.62 vs. SMFPX (152.19).
| 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 | 3.193 | 3.202 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 3.22B | 40% |
| Annual Yield % from dividends | 3.39 | 4.68 | 72% |
| Returns for 1 year | 17.57 | 22.13 | 79% |
| Returns for 3 years | 73.70 | 78.72 | 94% |
| Returns for 5 years | 152.19 | 195.62 | 78% |
| Returns for 10 years | 31.65 | 74.73 | 42% |
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