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
Nov 20, 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 Hold and GATEX is a Hold.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.99B vs. CAPOX (48.1M). CAPOX pays higher dividends than GATEX: CAPOX (0.36) vs GATEX (0.32). CAPOX was incepted earlier than GATEX: CAPOX (10 years) vs GATEX (48 years). CAPOX (1.75) 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 : 7.65 vs. CAPOX (-1.58). GATEX return over 5 years is better than : 41.87 vs. CAPOX (-20.90).
| CAPOX | GATEX | CAPOX / GATEX | |
| Total Expense Ratio | 1.50 | 0.94 | 160% |
| Annual Report Gross Expense Ratio | 1.75 | 0.98 | 179% |
| Fund Existence | 10 years | 48 years | - |
| Gain YTD | -2.305 | 8.130 | -28% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 25000 | 2500 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1M | 6.99B | 1% |
| Annual Yield % from dividends | 0.36 | 0.32 | 111% |
| Returns for 1 year | -1.58 | 7.65 | -21% |
| Returns for 3 years | 6.39 | 40.15 | 16% |
| Returns for 5 years | -20.90 | 41.87 | -50% |
| Returns for 10 years | 28.28 | 75.21 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement