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GARTX vs SMSAX
GARTX vs SMSAX Comparison Chart in %
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GARTX vs. SMSAX commentary
Feb 04, 2026
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 StrongBuy and SMSAX is a Buy.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 5.74B vs. SMSAX (240M). SMSAX pays higher dividends than GARTX: SMSAX (4.99) vs GARTX (0.15). 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: 358.00 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 : 13.24 vs. GARTX (6.51). SMSAX return over 5 years is better than : 16.39 vs. GARTX (13.33).
| GARTX | SMSAX | GARTX / SMSAX | |
| Total Expense Ratio | 1.10 | 2.97 | 37% |
| Annual Report Gross Expense Ratio | 1.19 | 3.72 | 32% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 1.564 | 2.912 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.74B | 240M | 2,393% |
| Annual Yield % from dividends | 0.15 | 4.99 | 3% |
| Returns for 1 year | 6.51 | 13.24 | 49% |
| Returns for 3 years | 24.00 | 27.50 | 87% |
| Returns for 5 years | 13.33 | 16.39 | 81% |
| Returns for 10 years | 34.75 | 38.25 | 91% |
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