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GARTX vs SMUYX
GARTX vs SMUYX Comparison Chart in %
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GARTX vs. SMUYX commentary
Jul 07, 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 SMUYX is a Buy.
FUNDAMENTALS
Fundamentals
GARTX has more cash in the bank: 4.91B vs. SMUYX (243M). SMUYX pays higher dividends than GARTX: SMUYX (5.61) vs GARTX (0.78). GARTX was incepted earlier than SMUYX: GARTX (17 years) vs SMUYX (10 years). SMUYX (3.47) is less costly to investors than GARTX (1.19). SMUYX is a more actively managed with annual turnover of: 277.00 vs. GARTX (179.00). GARTX has a lower initial minimum investment than SMUYX: GARTX (1000) vs SMUYX (100000). SMUYX annual gain was more profitable for investors over the last year : 8.33 vs. GARTX (5.17). SMUYX (19.15) and GARTX (18.47) have equivalent 5 years return.
| GARTX | SMUYX | GARTX / SMUYX | |
| Total Expense Ratio | 1.10 | 1.09 | 101% |
| Annual Report Gross Expense Ratio | 1.19 | 3.47 | 34% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 3.673 | 4.974 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 243M | 2,020% |
| Annual Yield % from dividends | 0.78 | 5.61 | 14% |
| Returns for 1 year | 5.17 | 8.33 | 62% |
| Returns for 3 years | 21.70 | 22.65 | 96% |
| Returns for 5 years | 18.47 | 19.15 | 96% |
| Returns for 10 years | 19.07 | 23.84 | 80% |
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