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GSRTX vs JAAIX
GSRTX vs JAAIX Comparison Chart in %
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GSRTX vs. JAAIX commentary
Aug 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 GSRTX is a StrongBuy and JAAIX is a Hold.
FUNDAMENTALS
Fundamentals
GSRTX has more cash in the bank: 5.05B vs. JAAIX (966M). JAAIX pays higher dividends than GSRTX: JAAIX (1.42) vs GSRTX (1.01). GSRTX was incepted earlier than JAAIX: GSRTX (17 years) vs JAAIX (15 years). JAAIX (1.56) is less costly to investors than GSRTX (0.94). GSRTX is a more actively managed with annual turnover of: 179.00 vs. JAAIX (24.00). GSRTX has a lower initial minimum investment than JAAIX: GSRTX (0) vs JAAIX (250000). GSRTX annual gain was more profitable for investors over the last year : 7.49 vs. JAAIX (5.23). JAAIX return over 5 years is better than : 22.95 vs. GSRTX (19.06).
| GSRTX | JAAIX | GSRTX / JAAIX | |
| Total Expense Ratio | 0.85 | 1.38 | 62% |
| Annual Report Gross Expense Ratio | 0.94 | 1.56 | 60% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 5.295 | 3.457 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.05B | 966M | 523% |
| Annual Yield % from dividends | 1.01 | 1.42 | 71% |
| Returns for 1 year | 7.49 | 5.23 | 143% |
| Returns for 3 years | 20.04 | 14.28 | 140% |
| Returns for 5 years | 19.06 | 22.95 | 83% |
| Returns for 10 years | 25.10 | 39.10 | 64% |
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