Interact to see
Advertisement
Advertisement
GARUX vs SMSAX
GARUX vs SMSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GARUX vs. SMSAX commentary
Feb 04, 2026
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 GARUX is a StrongBuy and SMSAX is a Buy.
FUNDAMENTALS
Fundamentals
GARUX has more cash in the bank: 5.74B vs. SMSAX (240M). SMSAX pays higher dividends than GARUX: SMSAX (4.99) vs GARUX (0.48). GARUX was incepted earlier than SMSAX: GARUX (11 years) vs SMSAX (16 years). SMSAX (3.72) is less costly to investors than GARUX (0.82). SMSAX is a more actively managed with annual turnover of: 358.00 vs. GARUX (179.00). SMSAX has a lower initial minimum investment than GARUX: SMSAX (100000) vs GARUX (5000000). SMSAX annual gain was more profitable for investors over the last year : 13.24 vs. GARUX (7.00). SMSAX (16.39) and GARUX (15.89) have equivalent 5 years return.
| GARUX | SMSAX | GARUX / SMSAX | |
| Total Expense Ratio | 0.73 | 2.97 | 25% |
| Annual Report Gross Expense Ratio | 0.82 | 3.72 | 22% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 1.590 | 2.912 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.74B | 240M | 2,393% |
| Annual Yield % from dividends | 0.48 | 4.99 | 10% |
| Returns for 1 year | 7.00 | 13.24 | 53% |
| Returns for 3 years | 25.46 | 27.50 | 93% |
| Returns for 5 years | 15.89 | 16.39 | 97% |
| Returns for 10 years | 40.78 | 38.25 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement