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GARUX vs SMSAX
GARUX vs SMSAX Comparison Chart in %
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GARUX vs. SMSAX commentary
Oct 19, 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 Hold and SMSAX is a Hold.
FUNDAMENTALS
Fundamentals
GARUX has more cash in the bank: 5.42B vs. SMSAX (240M). SMSAX pays higher dividends than GARUX: SMSAX (5.16) vs GARUX (1.07). GARUX was incepted earlier than SMSAX: GARUX (10 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: 277.00 vs. GARUX (179.00). SMSAX has a lower initial minimum investment than GARUX: SMSAX (100000) vs GARUX (5000000). SMSAX (7.42) and GARUX (7.14) have marching annual gain over last year. GARUX return over 5 years is better than : 20.95 vs. SMSAX (15.53).
| 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 | 16 years | - |
| Gain YTD | 7.839 | 7.717 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.42B | 240M | 2,260% |
| Annual Yield % from dividends | 1.07 | 5.16 | 21% |
| Returns for 1 year | 7.14 | 7.42 | 96% |
| Returns for 3 years | 29.74 | 25.24 | 118% |
| Returns for 5 years | 20.95 | 15.53 | 135% |
| Returns for 10 years | 32.08 | 26.07 | 123% |
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