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GARTX vs SMSAX
GARTX vs SMSAX Comparison Chart in %
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GARTX vs. SMSAX commentary
Jul 13, 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 Buy and SMSAX is a Buy.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 4.93B vs. SMSAX (243M). SMSAX pays higher dividends than GARTX: SMSAX (5.33) vs GARTX (0.78). GARTX was incepted earlier than SMSAX: GARTX (17 years) vs SMSAX (15 years). SMSAX (3.72) is less costly to investors than GARTX (1.19). SMSAX is a more actively managed with annual turnover of: 277.00 vs. GARTX (179.00). GARTX has a lower initial minimum investment than SMSAX: GARTX (1000) vs SMSAX (100000). SMSAX annual gain was more profitable for investors over the last year : 8.01 vs. GARTX (4.51). SMSAX (18.07) and GARTX (17.55) have equivalent 5 years return.
| GARTX | SMSAX | GARTX / SMSAX | |
| Total Expense Ratio | 1.10 | 1.35 | 81% |
| Annual Report Gross Expense Ratio | 1.19 | 3.72 | 32% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 3.673 | 5.391 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.93B | 243M | 2,028% |
| Annual Yield % from dividends | 0.78 | 5.33 | 15% |
| Returns for 1 year | 4.51 | 8.01 | 56% |
| Returns for 3 years | 21.84 | 23.75 | 92% |
| Returns for 5 years | 17.55 | 18.07 | 97% |
| Returns for 10 years | 18.42 | 20.86 | 88% |
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