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GARUX vs SMSAX
GARUX vs SMSAX Comparison Chart
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GARUX vs. SMSAX commentary
Apr 11, 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: 4.48B vs. SMSAX (234M). SMSAX pays higher dividends than GARUX: SMSAX (5.60) vs GARUX (1.14). GARUX was incepted earlier than SMSAX: GARUX (10 years) vs SMSAX (15 years). SMSAX (3.72) is less costly to investors than GARUX (0.86). SMSAX is a more actively managed with annual turnover of: 277.00 vs. GARUX (126.00). SMSAX has a lower initial minimum investment than GARUX: SMSAX (100000) vs GARUX (5000000). SMSAX annual gain was more profitable for investors over the last year : -0.94 vs. GARUX (-1.76). GARUX return over 5 years is better than : 15.39 vs. SMSAX (13.63).
| GARUX | SMSAX | GARUX / SMSAX | |
| Total Expense Ratio | 0.73 | 1.35 | 54% |
| Annual Report Gross Expense Ratio | 0.86 | 3.72 | 23% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | -4.724 | -4.440 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48B | 234M | 1,912% |
| Annual Yield % from dividends | 1.14 | 5.60 | 20% |
| Returns for 1 year | -1.76 | -0.94 | 186% |
| Returns for 3 years | 7.20 | 4.05 | 177% |
| Returns for 5 years | 15.39 | 13.63 | 113% |
| Returns for 10 years | N/A | 7.62 | - |
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