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CAPOX vs GATEX
CAPOX vs GATEX Comparison Chart
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CAPOX vs. GATEX commentary
Apr 26, 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 StrongBuy and GATEX is a Buy.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.38B vs. CAPOX (55.5M). CAPOX pays higher dividends than GATEX: CAPOX (0.86) vs GATEX (0.38). CAPOX was incepted earlier than GATEX: CAPOX (9 years) vs GATEX (47 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 (18.00). 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 : 6.49 vs. CAPOX (3.90). GATEX return over 5 years is better than : 39.62 vs. CAPOX (-11.34).
| CAPOX | GATEX | CAPOX / GATEX | |
| Total Expense Ratio | 1.62 | 0.94 | 172% |
| Annual Report Gross Expense Ratio | 1.79 | 0.98 | 183% |
| Fund Existence | 9 years | 47 years | - |
| Gain YTD | 2.882 | -4.328 | -67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 25000 | 2500 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5M | 6.38B | 1% |
| Annual Yield % from dividends | 0.86 | 0.38 | 228% |
| Returns for 1 year | 3.90 | 6.49 | 60% |
| Returns for 3 years | 7.69 | 16.88 | 46% |
| Returns for 5 years | -11.34 | 39.62 | -29% |
| Returns for 10 years | N/A | 53.32 | - |
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