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GSRTX vs SMUYX
GSRTX vs SMUYX Comparison Chart in %
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GSRTX vs. SMUYX commentary
Jul 27, 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 Buy and SMUYX is a Buy.
FUNDAMENTALS
Fundamentals
GSRTX has more cash in the bank: 4.99B vs. SMUYX (243M). SMUYX pays higher dividends than GSRTX: SMUYX (5.61) vs GSRTX (1.02). GSRTX was incepted earlier than SMUYX: GSRTX (17 years) vs SMUYX (10 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 : 9.09 vs. GSRTX (7.65). GSRTX (20.03) and SMUYX (19.25) have equivalent 5 years return.
| GSRTX | SMUYX | GSRTX / SMUYX | |
| Total Expense Ratio | 0.85 | 1.09 | 78% |
| Annual Report Gross Expense Ratio | 0.94 | 3.47 | 27% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 4.684 | 5.714 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.99B | 243M | 2,053% |
| Annual Yield % from dividends | 1.02 | 5.61 | 18% |
| Returns for 1 year | 7.65 | 9.09 | 84% |
| Returns for 3 years | 23.05 | 23.65 | 97% |
| Returns for 5 years | 20.03 | 19.25 | 104% |
| Returns for 10 years | 24.23 | 24.59 | 99% |
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