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CSQAX vs GARTX
CSQAX vs GARTX Comparison Chart
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CSQAX vs. GARTX commentary
May 12, 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 CSQAX is a Hold and GARTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSQAX pays higher dividends than GARTX: CSQAX (6.43) vs GARTX (0.81). CSQAX was incepted earlier than GARTX: CSQAX (13 years) vs GARTX (17 years). CSQAX (1.47) is less costly to investors than GARTX (1.23). CSQAX is a more actively managed with annual turnover of: 214.00 vs. GARTX (179.00). GARTX (6%) and CSQAX (5%) have equivalent initial investment costs. CSQAX has a lower initial minimum investment than GARTX: CSQAX (100) vs GARTX (1000). GARTX annual gain was more profitable for investors over the last year : 2.96 vs. CSQAX (-0.18). GARTX (17.65) and CSQAX (17.18) have equivalent 5 years return.
| CSQAX | GARTX | CSQAX / GARTX | |
| Total Expense Ratio | 1.15 | 1.10 | 105% |
| Annual Report Gross Expense Ratio | 1.47 | 1.23 | 120% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 0.825 | 0.420 | 197% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 4.71B | - |
| Annual Yield % from dividends | 6.43 | 0.81 | 791% |
| Returns for 1 year | -0.18 | 2.96 | -6% |
| Returns for 3 years | 7.85 | 16.94 | 46% |
| Returns for 5 years | 17.18 | 17.65 | 97% |
| Returns for 10 years | 16.17 | 14.58 | 111% |
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