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SPMHX vs TORTX
SPMHX vs TORTX Comparison Chart in %
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SPMHX vs. TORTX commentary
Feb 05, 2026
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: 3.46B vs. SPMHX (1.07B). SPMHX pays higher dividends than TORTX: SPMHX (5.35) vs TORTX (4.53). SPMHX was incepted earlier than TORTX: SPMHX (7 years) vs TORTX (15 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 : 6.92 vs. SPMHX (4.02). SPMHX return over 5 years is better than : 216.75 vs. TORTX (174.34).
| SPMHX | TORTX | SPMHX / TORTX | |
| Total Expense Ratio | 6.29 | 1.17 | 538% |
| Annual Report Gross Expense Ratio | 6.29 | 1.17 | 538% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 6.561 | 8.373 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 3.46B | 31% |
| Annual Yield % from dividends | 5.35 | 4.53 | 118% |
| Returns for 1 year | 4.02 | 6.92 | 58% |
| Returns for 3 years | 79.72 | 76.07 | 105% |
| Returns for 5 years | 216.75 | 174.34 | 124% |
| Returns for 10 years | N/A | 211.07 | - |
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