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GARUX vs SMSAX
GARUX vs SMSAX Comparison Chart in %
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GARUX vs. SMSAX commentary
Nov 14, 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 Buy and SMSAX is a Buy.
FUNDAMENTALS
Fundamentals
GARUX has more cash in the bank: 5.54B vs. SMSAX (239M). SMSAX pays higher dividends than GARUX: SMSAX (5.11) vs GARUX (1.06). 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 (9.12) and GARUX (9.05) have marching annual gain over last year. GARUX return over 5 years is better than : 20.85 vs. SMSAX (14.18).
| 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 | 9.548 | 8.985 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.54B | 239M | 2,318% |
| Annual Yield % from dividends | 1.06 | 5.11 | 21% |
| Returns for 1 year | 9.05 | 9.12 | 99% |
| Returns for 3 years | 27.80 | 25.61 | 109% |
| Returns for 5 years | 20.85 | 14.18 | 147% |
| Returns for 10 years | 35.06 | 27.82 | 126% |
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