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SPMQX vs TORTX
SPMQX vs TORTX Comparison Chart in %
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SPMQX vs. TORTX commentary
Dec 13, 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 SPMQX is a Hold and TORTX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.91B vs. TORTX (3.24B). SPMQX pays higher dividends than TORTX: SPMQX (7.26) vs TORTX (4.76). SPMQX was incepted earlier than TORTX: SPMQX (7 years) vs TORTX (15 years). SPMQX (8.68) is less costly to investors than TORTX (1.17). TORTX is a more actively managed with annual turnover of: 22.00 vs. SPMQX (11.00). TORTX has a lower initial minimum investment than SPMQX: TORTX (2500) vs SPMQX (1000000). SPMQX annual gain was more profitable for investors over the last year : 5.83 vs. TORTX (1.68). SPMQX return over 5 years is better than : 173.83 vs. TORTX (153.39).
| SPMQX | TORTX | SPMQX / TORTX | |
| Total Expense Ratio | 8.68 | 1.17 | 742% |
| Annual Report Gross Expense Ratio | 8.68 | 1.17 | 742% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 7.405 | 3.304 | 224% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 3.24B | 121% |
| Annual Yield % from dividends | 7.26 | 4.76 | 153% |
| Returns for 1 year | 5.83 | 1.68 | 346% |
| Returns for 3 years | 64.17 | 65.49 | 98% |
| Returns for 5 years | 173.83 | 153.39 | 113% |
| Returns for 10 years | N/A | 184.43 | - |
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