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GSRTX vs SMUYX
GSRTX vs SMUYX Comparison Chart in %
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GSRTX vs. SMUYX commentary
Feb 05, 2026
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 SMUYX is a Buy.
FUNDAMENTALS
Fundamentals
GSRTX has more cash in the bank: 5.74B vs. SMUYX (240M). SMUYX pays higher dividends than GSRTX: SMUYX (5.26) vs GSRTX (0.39). GSRTX was incepted earlier than SMUYX: GSRTX (18 years) vs SMUYX (11 years). SMUYX (3.47) is less costly to investors than GSRTX (0.94). SMUYX is a more actively managed with annual turnover of: 358.00 vs. GSRTX (179.00). GSRTX has a lower initial minimum investment than SMUYX: GSRTX (0) vs SMUYX (100000). SMUYX annual gain was more profitable for investors over the last year : 13.44 vs. GSRTX (6.99). SMUYX return over 5 years is better than : 17.84 vs. GSRTX (15.16).
| GSRTX | SMUYX | GSRTX / SMUYX | |
| Total Expense Ratio | 0.85 | 2.71 | 31% |
| Annual Report Gross Expense Ratio | 0.94 | 3.47 | 27% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 1.708 | 2.918 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.74B | 240M | 2,393% |
| Annual Yield % from dividends | 0.39 | 5.26 | 7% |
| Returns for 1 year | 6.99 | 13.44 | 52% |
| Returns for 3 years | 25.07 | 28.42 | 88% |
| Returns for 5 years | 15.16 | 17.84 | 85% |
| Returns for 10 years | 38.87 | 41.55 | 94% |
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