Interact to see
Advertisement
Advertisement
SMRPX vs TORCX
SMRPX vs TORCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMRPX vs. TORCX commentary
Sep 08, 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 SMRPX is a Hold and TORCX is a Hold.
FUNDAMENTALS
Fundamentals
TORCX has more cash in the bank: 3.25B vs. SMRPX (1.24B). SMRPX (4.50) and TORCX (4.29) have matching dividends . SMRPX was incepted earlier than TORCX: SMRPX (10 years) vs TORCX (13 years). TORCX (1.92) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. TORCX (22.00). TORCX has a lower initial minimum investment than SMRPX: TORCX (2500) vs SMRPX (1000000). TORCX annual gain was more profitable for investors over the last year : 15.46 vs. SMRPX (14.30). TORCX return over 5 years is better than : 189.81 vs. SMRPX (167.00).
| SMRPX | TORCX | SMRPX / TORCX | |
| Total Expense Ratio | 1.02 | 1.92 | 53% |
| Annual Report Gross Expense Ratio | 1.05 | 1.92 | 55% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 3.230 | 2.564 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 3.25B | 38% |
| Annual Yield % from dividends | 4.50 | 4.29 | 105% |
| Returns for 1 year | 14.30 | 15.46 | 93% |
| Returns for 3 years | 61.45 | 61.51 | 100% |
| Returns for 5 years | 167.00 | 189.81 | 88% |
| Returns for 10 years | N/A | 87.48 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement