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GARTX vs JAARX
GARTX vs JAARX Comparison Chart in %
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GARTX vs. JAARX commentary
Nov 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 Hold and JAARX is a Hold.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 5.54B vs. JAARX (994M). JAARX pays higher dividends than GARTX: JAARX (1.49) vs GARTX (0.75). GARTX was incepted earlier than JAARX: GARTX (17 years) vs JAARX (14 years). JAARX (1.44) is less costly to investors than GARTX (1.19). GARTX is a more actively managed with annual turnover of: 179.00 vs. JAARX (24.00). GARTX has a lower initial minimum investment than JAARX: GARTX (1000) vs JAARX (1000000). GARTX annual gain was more profitable for investors over the last year : 8.01 vs. JAARX (6.03). JAARX return over 5 years is better than : 23.66 vs. GARTX (17.30).
| GARTX | JAARX | GARTX / JAARX | |
| Total Expense Ratio | 1.10 | 1.26 | 87% |
| Annual Report Gross Expense Ratio | 1.19 | 1.44 | 83% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 8.499 | 5.971 | 142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.54B | 994M | 557% |
| Annual Yield % from dividends | 0.75 | 1.49 | 50% |
| Returns for 1 year | 8.01 | 6.03 | 133% |
| Returns for 3 years | 25.77 | 20.13 | 128% |
| Returns for 5 years | 17.30 | 23.66 | 73% |
| Returns for 10 years | 27.86 | 45.75 | 61% |