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ARAAX vs SRGAX
ARAAX vs SRGAX Comparison Chart in %
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ARAAX vs. SRGAX commentary
Jul 16, 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 ARAAX is a StrongBuy and SRGAX is a Hold.
FUNDAMENTALS
Fundamentals
ARAAX has more cash in the bank: 1.37B vs. SRGAX (23.2M). SRGAX pays higher dividends than ARAAX: SRGAX (1.29) vs ARAAX (0.50). ARAAX was incepted earlier than SRGAX: ARAAX (10 years) vs SRGAX (12 years). SRGAX (2.56) is less costly to investors than ARAAX (1.43). SRGAX is a more actively managed with annual turnover of: 133.00 vs. ARAAX (66.00). ARAAX has a lower initial minimum investment than SRGAX: ARAAX (2500) vs SRGAX (5000). SRGAX annual gain was more profitable for investors over the last year : 2.94 vs. ARAAX (-4.84). ARAAX return over 5 years is better than : 34.55 vs. SRGAX (13.50).
| ARAAX | SRGAX | ARAAX / SRGAX | |
| Total Expense Ratio | 1.43 | 1.56 | 92% |
| Annual Report Gross Expense Ratio | 1.43 | 2.56 | 56% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 5.217 | 5.020 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 23.2M | 5,918% |
| Annual Yield % from dividends | 0.50 | 1.29 | 38% |
| Returns for 1 year | -4.84 | 2.94 | -165% |
| Returns for 3 years | 22.69 | 25.01 | 91% |
| Returns for 5 years | 34.55 | 13.50 | 256% |
| Returns for 10 years | N/A | 18.67 | - |
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