Interact to see
Advertisement
Advertisement
GARTX vs SMSAX
GARTX vs SMSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GARTX vs. SMSAX commentary
Aug 07, 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 Buy.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 4.95B vs. SMSAX (240M). SMSAX pays higher dividends than GARTX: SMSAX (5.29) 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). GARTX (8.95) and SMSAX (8.69) have marching annual gain over last year. SMSAX (15.91) and GARTX (15.86) 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 | 3.882 | 5.074 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 240M | 2,062% |
| Annual Yield % from dividends | 0.78 | 5.29 | 15% |
| Returns for 1 year | 8.95 | 8.69 | 103% |
| Returns for 3 years | 19.34 | 20.98 | 92% |
| Returns for 5 years | 15.86 | 15.91 | 100% |
| Returns for 10 years | 19.84 | 20.86 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement