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GARTX vs SMSAX
GARTX vs SMSAX Comparison Chart in %
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GARTX vs. SMSAX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 5.58B vs. SMSAX (239M). 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 : 10.69 vs. GARTX (6.84). SMSAX (15.17) and GARTX (14.45) have equivalent 5 years return.
| 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 | 7.765 | 10.888 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.58B | 239M | 2,334% |
| Annual Yield % from dividends | 0.75 | 5.06 | 15% |
| Returns for 1 year | 6.84 | 10.69 | 64% |
| Returns for 3 years | 26.76 | 26.71 | 100% |
| Returns for 5 years | 14.45 | 15.17 | 95% |
| Returns for 10 years | 28.89 | 31.96 | 90% |
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