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GARTX vs SMSAX
GARTX vs SMSAX Comparison Chart in %
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GARTX vs. SMSAX commentary
Sep 10, 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 StrongBuy and SMSAX is a Buy.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 5.29B vs. SMSAX (241M). SMSAX pays higher dividends than GARTX: SMSAX (5.22) vs GARTX (0.77). 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 (9.33) and GARTX (9.00) have marching annual gain over last year. GARTX return over 5 years is better than : 18.19 vs. SMSAX (16.01).
| 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 | 6.086 | 6.342 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.29B | 241M | 2,195% |
| Annual Yield % from dividends | 0.77 | 5.22 | 15% |
| Returns for 1 year | 9.00 | 9.33 | 97% |
| Returns for 3 years | 22.84 | 21.39 | 107% |
| Returns for 5 years | 18.19 | 16.01 | 114% |
| Returns for 10 years | 25.87 | 24.21 | 107% |
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