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GSRTX vs SMUYX
GSRTX vs SMUYX Comparison Chart in %
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GSRTX vs. SMUYX commentary
Dec 04, 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 Hold and SMUYX is a Buy.
FUNDAMENTALS
Fundamentals
GSRTX has more cash in the bank: 5.55B vs. SMUYX (237M). SMUYX pays higher dividends than GSRTX: SMUYX (5.32) vs GSRTX (0.97). 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: 277.00 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 : 7.90 vs. GSRTX (7.06). GSRTX return over 5 years is better than : 17.34 vs. SMUYX (13.18).
| GSRTX | SMUYX | GSRTX / SMUYX | |
| Total Expense Ratio | 0.85 | 1.09 | 78% |
| Annual Report Gross Expense Ratio | 0.94 | 3.47 | 27% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 8.758 | 9.418 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 237M | 2,340% |
| Annual Yield % from dividends | 0.97 | 5.32 | 18% |
| Returns for 1 year | 7.06 | 7.90 | 89% |
| Returns for 3 years | 24.66 | 25.92 | 95% |
| Returns for 5 years | 17.34 | 13.18 | 132% |
| Returns for 10 years | 31.50 | 31.08 | 101% |
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