Interact to see
Advertisement
Advertisement
GARTX vs JAARX
GARTX vs JAARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GARTX vs. JAARX commentary
Aug 09, 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 GARTX is a Hold and JAARX is a Hold.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 4.96B vs. JAARX (958M). JAARX pays higher dividends than GARTX: JAARX (1.53) vs GARTX (0.78). GARTX was incepted earlier than JAARX: GARTX (17 years) vs JAARX (14 years). JAARX (1.44) is less costly to investors than GARTX (1.19). GARTX is a more actively managed with annual turnover of: 179.00 vs. JAARX (24.00). GARTX has a lower initial minimum investment than JAARX: GARTX (1000) vs JAARX (1000000). GARTX annual gain was more profitable for investors over the last year : 9.17 vs. JAARX (6.64). JAARX return over 5 years is better than : 22.52 vs. GARTX (16.10).
| GARTX | JAARX | GARTX / JAARX | |
| Total Expense Ratio | 1.10 | 1.26 | 87% |
| Annual Report Gross Expense Ratio | 1.19 | 1.44 | 83% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 4.092 | 3.017 | 136% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.96B | 958M | 518% |
| Annual Yield % from dividends | 0.78 | 1.53 | 51% |
| Returns for 1 year | 9.17 | 6.64 | 138% |
| Returns for 3 years | 19.45 | 15.00 | 130% |
| Returns for 5 years | 16.10 | 22.52 | 71% |
| Returns for 10 years | 19.56 | 39.22 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement