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AALIX vs GATEX
AALIX vs GATEX Comparison Chart
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.69B vs. AALIX (25.4M). AALIX pays higher dividends than GATEX: AALIX (0.65) vs GATEX (0.36). AALIX was incepted earlier than GATEX: AALIX (4 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 (8.56) and GATEX (8.49) have marching annual gain over last year.
| AALIX | GATEX | AALIX / GATEX | |
| Total Expense Ratio | 1.35 | 0.94 | 144% |
| Annual Report Gross Expense Ratio | 1.66 | 0.98 | 169% |
| Fund Existence | 4 years | 48 years | - |
| Gain YTD | 2.594 | 0.817 | 318% |
| Front Load | 2% | 6% | 35% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.4M | 6.69B | 0% |
| Annual Yield % from dividends | 0.65 | 0.36 | 179% |
| Returns for 1 year | 8.56 | 8.49 | 101% |
| Returns for 3 years | 18.35 | 26.57 | 69% |
| Returns for 5 years | N/A | 40.42 | - |
| Returns for 10 years | N/A | 61.67 | - |
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