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SMFPX vs TORTX
SMFPX vs TORTX Comparison Chart in %
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SMFPX vs. TORTX commentary
Dec 04, 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 TORTX is a Hold.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.28B vs. SMFPX (1.26B). TORTX pays higher dividends than SMFPX: TORTX (4.76) vs SMFPX (3.39). 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: 74.00 vs. TORTX (22.00). SMFPX has a lower initial minimum investment than TORTX: SMFPX (1000) vs TORTX (2500). SMFPX annual gain was more profitable for investors over the last year : 0.38 vs. TORTX (-0.33). TORTX return over 5 years is better than : 167.77 vs. SMFPX (131.43).
| 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 | 4.284 | 4.449 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 3.28B | 38% |
| Annual Yield % from dividends | 3.39 | 4.76 | 71% |
| Returns for 1 year | 0.38 | -0.33 | -113% |
| Returns for 3 years | 50.94 | 58.93 | 86% |
| Returns for 5 years | 131.43 | 167.77 | 78% |
| Returns for 10 years | 124.35 | 168.98 | 74% |
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