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GARUX vs SMSAX
GARUX vs SMSAX Comparison Chart
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GARUX vs. SMSAX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
GARUX has more cash in the bank: 4.81B vs. SMSAX (242M). SMSAX pays higher dividends than GARUX: SMSAX (5.46) vs GARUX (1.13). 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). SMSAX annual gain was more profitable for investors over the last year : 6.95 vs. GARUX (4.76). GARUX return over 5 years is better than : 20.81 vs. SMSAX (15.82).
| 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 | 2.111 | 2.748 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 242M | 1,988% |
| Annual Yield % from dividends | 1.13 | 5.46 | 21% |
| Returns for 1 year | 4.76 | 6.95 | 68% |
| Returns for 3 years | 21.22 | 18.94 | 112% |
| Returns for 5 years | 20.81 | 15.82 | 132% |
| Returns for 10 years | N/A | 17.35 | - |
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