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GARTX vs SMUYX
GARTX vs SMUYX Comparison Chart
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GARTX vs. SMUYX commentary
Jun 15, 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 SMUYX is a Buy.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 4.81B vs. SMUYX (242M). SMUYX pays higher dividends than GARTX: SMUYX (5.75) vs GARTX (0.80). GARTX was incepted earlier than SMUYX: GARTX (17 years) vs SMUYX (10 years). SMUYX (3.47) is less costly to investors than GARTX (1.19). SMUYX is a more actively managed with annual turnover of: 277.00 vs. GARTX (179.00). GARTX has a lower initial minimum investment than SMUYX: GARTX (1000) vs SMUYX (100000). SMUYX annual gain was more profitable for investors over the last year : 7.25 vs. GARTX (4.46). GARTX (18.14) and SMUYX (17.36) have equivalent 5 years return.
| GARTX | SMUYX | GARTX / SMUYX | |
| Total Expense Ratio | 1.10 | 1.09 | 101% |
| Annual Report Gross Expense Ratio | 1.19 | 3.47 | 34% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 1.994 | 2.857 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 242M | 1,988% |
| Annual Yield % from dividends | 0.80 | 5.75 | 14% |
| Returns for 1 year | 4.46 | 7.25 | 62% |
| Returns for 3 years | 19.87 | 19.91 | 100% |
| Returns for 5 years | 18.14 | 17.36 | 105% |
| Returns for 10 years | 16.37 | 20.24 | 81% |
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