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GARTX vs JAAIX
GARTX vs JAAIX Comparison Chart in %
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GARTX vs. JAAIX commentary
Jul 07, 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 Buy and JAAIX is a Hold.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 4.91B vs. JAAIX (945M). JAAIX pays higher dividends than GARTX: JAAIX (1.43) vs GARTX (0.78). 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). JAAIX (5.19) and GARTX (5.17) have marching annual gain over last year. JAAIX return over 5 years is better than : 25.29 vs. GARTX (18.47).
| 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 | 3.673 | 2.891 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 945M | 519% |
| Annual Yield % from dividends | 0.78 | 1.43 | 55% |
| Returns for 1 year | 5.17 | 5.19 | 100% |
| Returns for 3 years | 21.70 | 15.79 | 137% |
| Returns for 5 years | 18.47 | 25.29 | 73% |
| Returns for 10 years | 19.07 | 38.24 | 50% |
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