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% |