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SPMHX vs TORTX
SPMHX vs TORTX Comparison Chart in %
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SPMHX vs. TORTX commentary
Dec 27, 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 Buy and TORTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TORTX has more cash in the bank: 3.28B vs. SPMHX (1.03B). SPMHX pays higher dividends than TORTX: SPMHX (5.59) vs TORTX (4.76). 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 (3.67) and SPMHX (3.56) have marching annual gain over last year. SPMHX return over 5 years is better than : 214.09 vs. TORTX (169.30).
| 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 | 3.083 | 2.976 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 3.28B | 32% |
| Annual Yield % from dividends | 5.59 | 4.76 | 118% |
| Returns for 1 year | 3.56 | 3.67 | 97% |
| Returns for 3 years | 76.61 | 64.59 | 119% |
| Returns for 5 years | 214.09 | 169.30 | 126% |
| Returns for 10 years | N/A | 164.14 | - |
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