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GARTX vs SMSAX
GARTX vs SMSAX Comparison Chart in %
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GARTX vs. SMSAX commentary
Jun 17, 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: 4.81B vs. SMSAX (242M). SMSAX pays higher dividends than GARTX: SMSAX (5.46) vs GARTX (0.80). GARTX was incepted earlier than SMSAX: GARTX (17 years) vs SMSAX (15 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 : 7.73 vs. GARTX (5.00). GARTX return over 5 years is better than : 17.69 vs. SMSAX (15.34).
| GARTX | SMSAX | GARTX / SMSAX | |
| Total Expense Ratio | 1.10 | 1.35 | 81% |
| Annual Report Gross Expense Ratio | 1.19 | 3.72 | 32% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 2.413 | 3.066 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 242M | 1,988% |
| Annual Yield % from dividends | 0.80 | 5.46 | 15% |
| Returns for 1 year | 5.00 | 7.73 | 65% |
| Returns for 3 years | 21.06 | 19.96 | 105% |
| Returns for 5 years | 17.69 | 15.34 | 115% |
| Returns for 10 years | 16.60 | 17.71 | 94% |
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