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GARTX vs SMSAX
GARTX vs SMSAX Comparison Chart
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GARTX vs. SMSAX commentary
Dec 25, 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 Hold and SMSAX is a Hold.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 4.53B vs. SMSAX (258M). 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 : 7.39 vs. SMSAX (6.48). SMSAX return over 5 years is better than : 13.13 vs. GARTX (8.59).
| 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 | 6.992 | 6.290 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 258M | 1,754% |
| Annual Yield % from dividends | 2.40 | 4.24 | 56% |
| Returns for 1 year | 7.39 | 6.48 | 114% |
| Returns for 3 years | 9.14 | 8.50 | 108% |
| Returns for 5 years | 8.59 | 13.13 | 65% |
| Returns for 10 years | 14.87 | 14.25 | 104% |
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