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SMRPX vs TORCX
SMRPX vs TORCX Comparison Chart in %
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SMRPX vs. TORCX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
TORCX has more cash in the bank: 3.24B vs. SMRPX (1.28B). SMRPX (4.44) and TORCX (4.25) 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). SMRPX (17.73) and TORCX (16.97) have marching annual gain over last year. TORCX return over 5 years is better than : 165.57 vs. SMRPX (150.50).
| 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 | 4.439 | 1.409 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 3.24B | 39% |
| Annual Yield % from dividends | 4.44 | 4.25 | 105% |
| Returns for 1 year | 17.73 | 16.97 | 105% |
| Returns for 3 years | 58.23 | 53.42 | 109% |
| Returns for 5 years | 150.50 | 165.57 | 91% |
| Returns for 10 years | N/A | 74.07 | - |
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