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FDATX vs GSRTX
FDATX vs GSRTX Comparison
Open Charts FDATX vs GSRTX
FDATX vs GSRTX Comparison Chart in %
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FDATX vs. GSRTX commentary
Sep 04, 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 FDATX is a StrongBuy and GSRTX is a Hold.
FUNDAMENTALS
Fundamentals
GSRTX has more cash in the bank: 6.44B vs. FDATX (243M). GSRTX pays higher dividends than FDATX: GSRTX (0.37) vs FDATX (0.00). FDATX was incepted earlier than GSRTX: FDATX (7 years) vs GSRTX (18 years). FDATX (1.19) is less costly to investors than GSRTX (0.91). GSRTX is a more actively managed with annual turnover of: 134.00 vs. FDATX (103.00). GSRTX has a lower initial minimum investment than FDATX: GSRTX (0) vs FDATX (1000000). GSRTX annual gain was more profitable for investors over the last year : 9.99 vs. FDATX (5.33). GSRTX return over 5 years is better than : 16.60 vs. FDATX (-2.80).
| FDATX | GSRTX | FDATX / GSRTX | |
| Total Expense Ratio | 1.05 | 0.85 | 124% |
| Annual Report Gross Expense Ratio | 1.19 | 0.91 | 131% |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 1.974 | 7.780 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 6.44B | 4% |
| Annual Yield % from dividends | 0.00 | 0.37 | - |
| Returns for 1 year | 5.33 | 9.99 | 53% |
| Returns for 3 years | 5.53 | 27.81 | 20% |
| Returns for 5 years | -2.80 | 16.60 | -17% |
| Returns for 10 years | N/A | 38.28 | - |
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