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SMRPX vs TORTX
SMRPX vs TORTX Comparison Chart in %
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SMRPX vs. TORTX commentary
Sep 29, 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 Buy and TORTX is a Hold.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.37B vs. SMRPX (1.29B). TORTX pays higher dividends than SMRPX: TORTX (4.76) vs SMRPX (4.50). SMRPX was incepted earlier than TORTX: SMRPX (10 years) vs TORTX (14 years). TORTX (1.17) is less costly to investors than SMRPX (1.05). SMRPX is a more actively managed with annual turnover of: 74.00 vs. TORTX (22.00). TORTX has a lower initial minimum investment than SMRPX: TORTX (2500) vs SMRPX (1000000). TORTX annual gain was more profitable for investors over the last year : 19.55 vs. SMRPX (18.50). TORTX return over 5 years is better than : 238.34 vs. SMRPX (205.39).
| SMRPX | TORTX | SMRPX / TORTX | |
| Total Expense Ratio | 1.02 | 1.17 | 87% |
| Annual Report Gross Expense Ratio | 1.05 | 1.17 | 90% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 7.359 | 6.140 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 3.37B | 38% |
| Annual Yield % from dividends | 4.50 | 4.76 | 95% |
| Returns for 1 year | 18.50 | 19.55 | 95% |
| Returns for 3 years | 89.02 | 89.55 | 99% |
| Returns for 5 years | 205.39 | 238.34 | 86% |
| Returns for 10 years | N/A | 145.64 | - |
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