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GARUX vs SMSAX
GARUX vs SMSAX Comparison Chart
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GARUX 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 GARUX is a Hold and SMSAX is a Hold.
FUNDAMENTALS
Fundamentals
GARUX has more cash in the bank: 4.53B vs. SMSAX (258M). 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 annual gain was more profitable for investors over the last year : 7.75 vs. SMSAX (6.48). SMSAX return over 5 years is better than : 13.13 vs. GARUX (11.02).
| 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 | 7.340 | 6.290 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 258M | 1,754% |
| Annual Yield % from dividends | 2.63 | 4.24 | 62% |
| Returns for 1 year | 7.75 | 6.48 | 120% |
| Returns for 3 years | 10.38 | 8.50 | 122% |
| Returns for 5 years | 11.02 | 13.13 | 84% |
| Returns for 10 years | N/A | 14.25 | - |
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