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GARUX vs SMSAX
GARUX vs SMSAX Comparison Chart
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GARUX vs. SMSAX commentary
Feb 23, 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 GARUX is a Hold and SMSAX is a Hold.
FUNDAMENTALS
Fundamentals
GARUX has more cash in the bank: 4.86B vs. SMSAX (251M). SMSAX pays higher dividends than GARUX: SMSAX (4.24) vs GARUX (2.63). GARUX was incepted earlier than SMSAX: GARUX (10 years) vs SMSAX (15 years). SMSAX is a more actively managed with annual turnover of: 434.00 vs. GARUX (126.00). SMSAX has a lower initial minimum investment than GARUX: SMSAX (100000) vs GARUX (5000000). GARUX annual gain was more profitable for investors over the last year : 7.99 vs. SMSAX (7.33). SMSAX (12.97) and GARUX (12.83) have equivalent 5 years return.
| GARUX | SMSAX | GARUX / SMSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 3.116 | 0.634 | 491% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.86B | 251M | 1,935% |
| Annual Yield % from dividends | 2.63 | 4.24 | 62% |
| Returns for 1 year | 7.99 | 7.33 | 109% |
| Returns for 3 years | 17.24 | 9.69 | 178% |
| Returns for 5 years | 12.83 | 12.97 | 99% |
| Returns for 10 years | N/A | 14.36 | - |
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