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SPMHX vs TORTX
SPMHX vs TORTX Comparison Chart in %
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SPMHX vs. TORTX commentary
Oct 19, 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 SPMHX is a Hold and TORTX is a Hold.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.14B vs. SPMHX (1.02B). SPMHX pays higher dividends than TORTX: SPMHX (5.51) vs TORTX (4.71). SPMHX was incepted earlier than TORTX: SPMHX (6 years) vs TORTX (14 years). SPMHX (6.29) is less costly to investors than TORTX (1.17). SPMHX is a more actively managed with annual turnover of: 101.00 vs. TORTX (22.00). TORTX has a lower initial minimum investment than SPMHX: TORTX (2500) vs SPMHX (1000000). TORTX annual gain was more profitable for investors over the last year : 6.79 vs. SPMHX (6.09). SPMHX return over 5 years is better than : 257.56 vs. TORTX (204.19).
| SPMHX | TORTX | SPMHX / TORTX | |
| Total Expense Ratio | 6.29 | 1.17 | 538% |
| Annual Report Gross Expense Ratio | 6.29 | 1.17 | 538% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -1.504 | -0.133 | 1,133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 3.14B | 32% |
| Annual Yield % from dividends | 5.51 | 4.71 | 117% |
| Returns for 1 year | 6.09 | 6.79 | 90% |
| Returns for 3 years | 72.38 | 63.68 | 114% |
| Returns for 5 years | 257.56 | 204.19 | 126% |
| Returns for 10 years | N/A | 96.56 | - |
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