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GARTX vs SMSAX
GARTX vs SMSAX Comparison Chart in %
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GARTX vs. SMSAX commentary
Dec 04, 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 SMSAX is a Buy.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 5.55B vs. SMSAX (238M). SMSAX pays higher dividends than GARTX: SMSAX (5.06) vs GARTX (0.75). GARTX was incepted earlier than SMSAX: GARTX (18 years) vs SMSAX (16 years). SMSAX (3.72) is less costly to investors than GARTX (1.19). SMSAX is a more actively managed with annual turnover of: 277.00 vs. GARTX (179.00). GARTX has a lower initial minimum investment than SMSAX: GARTX (1000) vs SMSAX (100000). SMSAX annual gain was more profitable for investors over the last year : 7.71 vs. GARTX (6.79). GARTX return over 5 years is better than : 15.58 vs. SMSAX (11.81).
| GARTX | SMSAX | GARTX / SMSAX | |
| Total Expense Ratio | 1.10 | 1.35 | 81% |
| Annual Report Gross Expense Ratio | 1.19 | 3.72 | 32% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 8.604 | 9.302 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 238M | 2,330% |
| Annual Yield % from dividends | 0.75 | 5.06 | 15% |
| Returns for 1 year | 6.79 | 7.71 | 88% |
| Returns for 3 years | 23.79 | 25.03 | 95% |
| Returns for 5 years | 15.58 | 11.81 | 132% |
| Returns for 10 years | 27.69 | 28.06 | 99% |
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