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GARUX vs SMSAX
GARUX vs SMSAX Comparison Chart in %
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GARUX 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 GARUX is a StrongBuy and SMSAX is a Buy.
FUNDAMENTALS
Fundamentals
GARUX has more cash in the bank: 5.29B vs. SMSAX (241M). SMSAX pays higher dividends than GARUX: SMSAX (5.22) vs GARUX (1.09). GARUX was incepted earlier than SMSAX: GARUX (10 years) vs SMSAX (15 years). SMSAX (3.72) is less costly to investors than GARUX (0.82). SMSAX is a more actively managed with annual turnover of: 277.00 vs. GARUX (179.00). SMSAX has a lower initial minimum investment than GARUX: SMSAX (100000) vs GARUX (5000000). GARUX (9.42) and SMSAX (9.33) have marching annual gain over last year. GARUX return over 5 years is better than : 20.89 vs. SMSAX (16.01).
| GARUX | SMSAX | GARUX / SMSAX | |
| Total Expense Ratio | 0.73 | 1.35 | 54% |
| Annual Report Gross Expense Ratio | 0.82 | 3.72 | 22% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 6.332 | 6.342 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.29B | 241M | 2,195% |
| Annual Yield % from dividends | 1.09 | 5.22 | 21% |
| Returns for 1 year | 9.42 | 9.33 | 101% |
| Returns for 3 years | 24.31 | 21.39 | 114% |
| Returns for 5 years | 20.89 | 16.01 | 130% |
| Returns for 10 years | 31.53 | 24.21 | 130% |
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