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GARTX vs JAAIX
GARTX vs JAAIX Comparison Chart
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GARTX vs. JAAIX commentary
Jun 16, 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: 4.81B vs. JAAIX (951M). JAAIX pays higher dividends than GARTX: JAAIX (1.45) vs GARTX (0.80). GARTX was incepted earlier than JAAIX: GARTX (17 years) vs JAAIX (14 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 annual gain was more profitable for investors over the last year : 5.22 vs. GARTX (4.46). JAAIX return over 5 years is better than : 25.37 vs. GARTX (18.14).
| 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 | 14 years | - |
| Gain YTD | 1.994 | 2.011 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 951M | 506% |
| Annual Yield % from dividends | 0.80 | 1.45 | 55% |
| Returns for 1 year | 4.46 | 5.22 | 85% |
| Returns for 3 years | 19.87 | 15.34 | 130% |
| Returns for 5 years | 18.14 | 25.37 | 71% |
| Returns for 10 years | 16.37 | 36.40 | 45% |
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