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GSRTX vs SMSAX
GSRTX vs SMSAX Comparison Chart in %
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GSRTX vs. SMSAX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
GSRTX has more cash in the bank: 5.03B vs. SMSAX (240M). SMSAX pays higher dividends than GSRTX: SMSAX (5.29) vs GSRTX (1.01). 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 (7.57) and GSRTX (7.49) have marching annual gain over last year. GSRTX return over 5 years is better than : 19.06 vs. SMSAX (15.56).
| 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 | 5.295 | 5.285 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 240M | 2,097% |
| Annual Yield % from dividends | 1.01 | 5.29 | 19% |
| Returns for 1 year | 7.49 | 7.57 | 99% |
| Returns for 3 years | 20.04 | 20.57 | 97% |
| Returns for 5 years | 19.06 | 15.56 | 123% |
| Returns for 10 years | 25.10 | 21.23 | 118% |
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