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GARTX vs SMSAX
GARTX vs SMSAX Comparison Chart in %
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GARTX vs. SMSAX commentary
Oct 08, 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 StrongBuy and SMSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 5.44B vs. SMSAX (241M). SMSAX pays higher dividends than GARTX: SMSAX (5.16) vs GARTX (0.75). GARTX was incepted earlier than SMSAX: GARTX (17 years) vs SMSAX (16 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 annual gain was more profitable for investors over the last year : 8.03 vs. SMSAX (7.64). GARTX return over 5 years is better than : 19.47 vs. SMSAX (15.08).
| 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 | 16 years | - |
| Gain YTD | 8.290 | 7.611 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.44B | 241M | 2,258% |
| Annual Yield % from dividends | 0.75 | 5.16 | 15% |
| Returns for 1 year | 8.03 | 7.64 | 105% |
| Returns for 3 years | 29.65 | 25.12 | 118% |
| Returns for 5 years | 19.47 | 15.08 | 129% |
| Returns for 10 years | 27.47 | 26.08 | 105% |
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