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GARTX vs SMSAX
GARTX vs SMSAX Comparison Chart
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GARTX vs. SMSAX commentary
Feb 23, 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 SMSAX is a Hold.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 4.86B vs. SMSAX (251M). SMSAX pays higher dividends than GARTX: SMSAX (4.24) vs GARTX (2.40). GARTX was incepted earlier than SMSAX: GARTX (17 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 annual gain was more profitable for investors over the last year : 7.71 vs. SMSAX (7.33). SMSAX return over 5 years is better than : 12.97 vs. GARTX (10.34).
| GARTX | SMSAX | GARTX / SMSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 3.148 | 0.634 | 496% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.86B | 251M | 1,935% |
| Annual Yield % from dividends | 2.40 | 4.24 | 56% |
| Returns for 1 year | 7.71 | 7.33 | 105% |
| Returns for 3 years | 15.89 | 9.69 | 164% |
| Returns for 5 years | 10.34 | 12.97 | 80% |
| Returns for 10 years | 18.08 | 14.36 | 126% |
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