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FTMAX vs GSRTX
FTMAX vs GSRTX Comparison Chart in %
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FTMAX vs. GSRTX commentary
Jul 06, 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 FTMAX is a Buy and GSRTX is a Buy.
FUNDAMENTALS
Fundamentals
GSRTX has more cash in the bank: 4.91B vs. FTMAX (954M). FTMAX pays higher dividends than GSRTX: FTMAX (5.85) vs GSRTX (1.02). FTMAX was incepted earlier than GSRTX: FTMAX (13 years) vs GSRTX (17 years). FTMAX (1.95) is less costly to investors than GSRTX (0.94). FTMAX is a more actively managed with annual turnover of: 215.00 vs. GSRTX (179.00). GSRTX has a lower initial minimum investment than FTMAX: GSRTX (0) vs FTMAX (5000). GSRTX annual gain was more profitable for investors over the last year : 5.39 vs. FTMAX (4.61). FTMAX return over 5 years is better than : 31.79 vs. GSRTX (20.28).
| FTMAX | GSRTX | FTMAX / GSRTX | |
| Total Expense Ratio | 1.95 | 0.85 | 229% |
| Annual Report Gross Expense Ratio | 1.95 | 0.94 | 207% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 2.986 | 3.768 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 4.91B | 19% |
| Annual Yield % from dividends | 5.85 | 1.02 | 575% |
| Returns for 1 year | 4.61 | 5.39 | 85% |
| Returns for 3 years | 18.37 | 22.66 | 81% |
| Returns for 5 years | 31.79 | 20.28 | 157% |
| Returns for 10 years | 26.00 | 22.61 | 115% |
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