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GSRTX vs SMSAX
GSRTX vs SMSAX Comparison Chart in %
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GSRTX 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 GSRTX is a StrongBuy and SMSAX is a Buy.
FUNDAMENTALS
Fundamentals
GSRTX has more cash in the bank: 5.07B vs. SMSAX (241M). SMSAX pays higher dividends than GSRTX: SMSAX (5.22) vs GSRTX (1.00). GSRTX was incepted earlier than SMSAX: GSRTX (17 years) vs SMSAX (15 years). SMSAX (3.72) is less costly to investors than GSRTX (0.94). SMSAX is a more actively managed with annual turnover of: 277.00 vs. GSRTX (179.00). GSRTX has a lower initial minimum investment than SMSAX: GSRTX (0) vs SMSAX (100000). SMSAX (9.33) and GSRTX (9.22) have marching annual gain over last year. GSRTX return over 5 years is better than : 19.97 vs. SMSAX (16.01).
| GSRTX | SMSAX | GSRTX / SMSAX | |
| Total Expense Ratio | 0.85 | 1.35 | 63% |
| Annual Report Gross Expense Ratio | 0.94 | 3.72 | 25% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 6.212 | 6.342 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 241M | 2,105% |
| Annual Yield % from dividends | 1.00 | 5.22 | 19% |
| Returns for 1 year | 9.22 | 9.33 | 99% |
| Returns for 3 years | 23.75 | 21.39 | 111% |
| Returns for 5 years | 19.97 | 16.01 | 125% |
| Returns for 10 years | 29.72 | 24.21 | 123% |
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