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GARTX vs SMSAX
GARTX vs SMSAX Comparison Chart
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GARTX vs. SMSAX commentary
Nov 14, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 4.51B vs. SMSAX (264M). SMSAX pays higher dividends than GARTX: SMSAX (4.24) vs GARTX (2.40). GARTX was incepted earlier than SMSAX: GARTX (16 years) vs SMSAX (15 years). SMSAX is a more actively managed with annual turnover of: 434.00 vs. GARTX (126.00). GARTX has a lower initial minimum investment than SMSAX: GARTX (1000) vs SMSAX (100000). GARTX (10.61) and SMSAX (10.44) have marching annual gain over last year. SMSAX return over 5 years is better than : 13.48 vs. GARTX (7.69).
| GARTX | SMSAX | GARTX / SMSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 7.214 | 6.290 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.51B | 264M | 1,709% |
| Annual Yield % from dividends | 2.40 | 4.24 | 56% |
| Returns for 1 year | 10.61 | 10.44 | 102% |
| Returns for 3 years | -1.16 | 1.06 | -110% |
| Returns for 5 years | 7.69 | 13.48 | 57% |
| Returns for 10 years | 13.49 | 14.37 | 94% |
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