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GARTX vs SMSAX
GARTX vs SMSAX Comparison Chart in %
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GARTX vs. SMSAX 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 Buy and SMSAX is a Buy.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 5.54B vs. SMSAX (239M). SMSAX pays higher dividends than GARTX: SMSAX (5.11) vs GARTX (0.75). GARTX was incepted earlier than SMSAX: GARTX (17 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 : 9.12 vs. GARTX (8.63). GARTX return over 5 years is better than : 18.09 vs. SMSAX (14.18).
| 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 | 16 years | - |
| Gain YTD | 9.234 | 8.985 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.54B | 239M | 2,318% |
| Annual Yield % from dividends | 0.75 | 5.11 | 15% |
| Returns for 1 year | 8.63 | 9.12 | 95% |
| Returns for 3 years | 26.34 | 25.61 | 103% |
| Returns for 5 years | 18.09 | 14.18 | 128% |
| Returns for 10 years | 29.16 | 27.82 | 105% |
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