Ad is loading...
GARTX vs SMSAX
GARTX vs SMSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GARTX vs. SMSAX commentary
Apr 11, 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: 4.48B vs. SMSAX (234M). SMSAX pays higher dividends than GARTX: SMSAX (5.60) vs GARTX (0.80). GARTX was incepted earlier than SMSAX: GARTX (17 years) vs SMSAX (15 years). SMSAX (3.72) is less costly to investors than GARTX (1.23). SMSAX is a more actively managed with annual turnover of: 277.00 vs. GARTX (126.00). 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 : -0.94 vs. GARTX (-2.00). SMSAX return over 5 years is better than : 13.63 vs. GARTX (12.92).
| GARTX | SMSAX | GARTX / SMSAX | |
| Total Expense Ratio | 1.10 | 1.35 | 81% |
| Annual Report Gross Expense Ratio | 1.23 | 3.72 | 33% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | -4.722 | -4.440 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48B | 234M | 1,912% |
| Annual Yield % from dividends | 0.80 | 5.60 | 14% |
| Returns for 1 year | -2.00 | -0.94 | 212% |
| Returns for 3 years | 6.11 | 4.05 | 151% |
| Returns for 5 years | 12.92 | 13.63 | 95% |
| Returns for 10 years | 7.89 | 7.62 | 103% |
View a ticker or compare two or three
VS
VS
Ad is loading...