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GARUX vs SMSAX
GARUX vs SMSAX Comparison Chart
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GARUX vs. SMSAX commentary
Nov 14, 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 GARUX is a Buy and SMSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GARUX has more cash in the bank: 4.51B vs. SMSAX (264M). SMSAX pays higher dividends than GARUX: SMSAX (4.24) vs GARUX (2.63). GARUX was incepted earlier than SMSAX: GARUX (9 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 (10.97) and SMSAX (10.44) have marching annual gain over last year. SMSAX return over 5 years is better than : 13.48 vs. GARUX (10.23).
| GARUX | SMSAX | GARUX / SMSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 7.553 | 6.290 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.51B | 264M | 1,709% |
| Annual Yield % from dividends | 2.63 | 4.24 | 62% |
| Returns for 1 year | 10.97 | 10.44 | 105% |
| Returns for 3 years | 0.23 | 1.06 | 22% |
| Returns for 5 years | 10.23 | 13.48 | 76% |
| Returns for 10 years | N/A | 14.37 | - |
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