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 08, 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: 6.83B vs. CAPOX (54.8M). 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 : 13.90 vs. CAPOX (1.78). GATEX return over 5 years is better than : 41.45 vs. CAPOX (-11.39).
| 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 | 2.786 | 4.472 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 25000 | 2500 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.8M | 6.83B | 1% |
| Annual Yield % from dividends | 0.34 | 0.36 | 94% |
| Returns for 1 year | 1.78 | 13.90 | 13% |
| Returns for 3 years | 8.56 | 31.69 | 27% |
| Returns for 5 years | -11.39 | 41.45 | -27% |
| Returns for 10 years | N/A | 66.43 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| INTIX | 12.88 | N/A | N/A |
| Voya International Index Port S | |||
| BDSIX | 18.31 | N/A | N/A |
| BlackRock Advantage Small Cap Core Instl | |||
| JEVIX | 10.03 | N/A | N/A |
| JHancock Disciplined Value Em Mkts Eq I | |||
| VILSX | 37.31 | -0.06 | -0.16% |
| Value Line Select Growth Institutional | |||
| CICAX | 63.79 | -0.18 | -0.28% |
| American Funds Invmt Co of Amer 529A | |||