Interact to see
Advertisement
Advertisement
CAPOX vs GATEX
CAPOX vs GATEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPOX vs. GATEX commentary
Aug 29, 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 CAPOX is a Buy and GATEX is a Buy.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.9B vs. CAPOX (54.6M). GATEX pays higher dividends than CAPOX: GATEX (0.36) vs CAPOX (0.34). CAPOX was incepted earlier than GATEX: CAPOX (10 years) vs GATEX (48 years). CAPOX (1.79) is less costly to investors than GATEX (0.98). CAPOX is a more actively managed with annual turnover of: 120.00 vs. GATEX (12.00). GATEX has a lower initial minimum investment than CAPOX: GATEX (2500) vs CAPOX (25000). GATEX annual gain was more profitable for investors over the last year : 10.38 vs. CAPOX (1.78). GATEX return over 5 years is better than : 41.41 vs. CAPOX (-13.77).
| CAPOX | GATEX | CAPOX / GATEX | |
| Total Expense Ratio | 1.62 | 0.94 | 172% |
| Annual Report Gross Expense Ratio | 1.79 | 0.98 | 183% |
| Fund Existence | 10 years | 48 years | - |
| Gain YTD | 2.978 | 6.247 | 48% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 25000 | 2500 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.6M | 6.9B | 1% |
| Annual Yield % from dividends | 0.34 | 0.36 | 94% |
| Returns for 1 year | 1.78 | 10.38 | 17% |
| Returns for 3 years | 9.42 | 36.20 | 26% |
| Returns for 5 years | -13.77 | 41.41 | -33% |
| Returns for 10 years | N/A | 74.68 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement