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GARTX vs JAAIX
GARTX vs JAAIX Comparison Chart in %
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GARTX vs. JAAIX commentary
Oct 20, 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 Hold and JAAIX is a Hold.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 5.42B vs. JAAIX (987M). JAAIX pays higher dividends than GARTX: JAAIX (1.39) vs GARTX (0.75). GARTX was incepted earlier than JAAIX: GARTX (17 years) vs JAAIX (15 years). JAAIX (1.56) is less costly to investors than GARTX (1.19). GARTX is a more actively managed with annual turnover of: 179.00 vs. JAAIX (24.00). GARTX has a lower initial minimum investment than JAAIX: GARTX (1000) vs JAAIX (250000). GARTX annual gain was more profitable for investors over the last year : 6.74 vs. JAAIX (5.22). JAAIX return over 5 years is better than : 24.22 vs. GARTX (18.15).
| GARTX | JAAIX | GARTX / JAAIX | |
| Total Expense Ratio | 1.10 | 1.38 | 80% |
| Annual Report Gross Expense Ratio | 1.19 | 1.56 | 76% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 7.555 | 5.468 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.42B | 987M | 550% |
| Annual Yield % from dividends | 0.75 | 1.39 | 54% |
| Returns for 1 year | 6.74 | 5.22 | 129% |
| Returns for 3 years | 28.17 | 20.79 | 136% |
| Returns for 5 years | 18.15 | 24.22 | 75% |
| Returns for 10 years | 26.46 | 43.51 | 61% |
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