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AALIX vs GATEX
AALIX vs GATEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.81B vs. AALIX (26.6M). AALIX pays higher dividends than GATEX: AALIX (0.55) vs GATEX (0.37). AALIX was incepted earlier than GATEX: AALIX (5 years) vs GATEX (48 years). AALIX (1.66) is less costly to investors than GATEX (0.98). AALIX is a more actively managed with annual turnover of: 44.00 vs. GATEX (12.00). GATEX initial investment is less costly to investors than AALIX (2%) vs AALIX (2%). AALIX has a lower initial minimum investment than GATEX: AALIX (0) vs GATEX (2500). AALIX annual gain was more profitable for investors over the last year : 11.02 vs. GATEX (8.72).
| AALIX | GATEX | AALIX / GATEX | |
| Total Expense Ratio | 1.35 | 0.94 | 144% |
| Annual Report Gross Expense Ratio | 1.66 | 0.98 | 169% |
| Fund Existence | 5 years | 48 years | - |
| Gain YTD | 8.382 | 3.845 | 218% |
| Front Load | 2% | 6% | 35% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6M | 6.81B | 0% |
| Annual Yield % from dividends | 0.55 | 0.37 | 150% |
| Returns for 1 year | 11.02 | 8.72 | 126% |
| Returns for 3 years | 31.23 | 35.57 | 88% |
| Returns for 5 years | N/A | 43.11 | - |
| Returns for 10 years | N/A | 65.70 | - |
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