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GARTX vs JAACX
GARTX vs JAACX Comparison Chart in %
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GARTX vs. JAACX commentary
Dec 14, 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 StrongBuy and JAACX is a Hold.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 5.5B vs. JAACX (1.4B). GARTX pays higher dividends than JAACX: GARTX (0.75) vs JAACX (0.45). GARTX was incepted earlier than JAACX: GARTX (18 years) vs JAACX (15 years). JAACX (2.56) is less costly to investors than GARTX (1.19). GARTX is a more actively managed with annual turnover of: 179.00 vs. JAACX (33.00). GARTX (1000) and JAACX (1000) have matching initial minimum investment requirements. GARTX annual gain was more profitable for investors over the last year : 5.44 vs. JAACX (4.12). JAACX return over 5 years is better than : 17.73 vs. GARTX (14.34).
| GARTX | JAACX | GARTX / JAACX | |
| Total Expense Ratio | 1.10 | 2.38 | 46% |
| Annual Report Gross Expense Ratio | 1.19 | 2.56 | 46% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 7.555 | 5.319 | 142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.5B | 1.4B | 393% |
| Annual Yield % from dividends | 0.75 | 0.45 | 167% |
| Returns for 1 year | 5.44 | 4.12 | 132% |
| Returns for 3 years | 23.56 | 16.04 | 147% |
| Returns for 5 years | 14.34 | 17.73 | 81% |
| Returns for 10 years | 30.13 | 34.09 | 88% |
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