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SPMHX vs TORTX
SPMHX vs TORTX Comparison Chart in %
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SPMHX vs. TORTX commentary
Nov 14, 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 StrongBuy and TORTX is a Buy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.22B vs. SPMHX (1.03B). SPMHX pays higher dividends than TORTX: SPMHX (5.71) vs TORTX (4.98). 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). SPMHX annual gain was more profitable for investors over the last year : 3.62 vs. TORTX (2.59). SPMHX return over 5 years is better than : 245.50 vs. TORTX (197.87).
| 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 | 1.876 | 3.194 | 59% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 3.22B | 32% |
| Annual Yield % from dividends | 5.71 | 4.98 | 115% |
| Returns for 1 year | 3.62 | 2.59 | 140% |
| Returns for 3 years | 69.24 | 58.35 | 119% |
| Returns for 5 years | 245.50 | 197.87 | 124% |
| Returns for 10 years | N/A | 134.64 | - |
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