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CAPOX vs GATEX
CAPOX vs GATEX Comparison
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CAPOX vs GATEX Comparison Chart in %
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CAPOX vs. GATEX commentary
Aug 03, 2026
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: 7.26B vs. CAPOX (14.3M). GATEX pays higher dividends than CAPOX: GATEX (0.18) vs CAPOX (0.00). CAPOX was incepted earlier than GATEX: CAPOX (11 years) vs GATEX (49 years). CAPOX (1.79) is less costly to investors than GATEX (0.97). CAPOX is a more actively managed with annual turnover of: 38.00 vs. GATEX (17.00). 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 : 10.61 vs. CAPOX (-1.67). GATEX return over 5 years is better than : 36.98 vs. CAPOX (3.00).
| CAPOX | GATEX | CAPOX / GATEX | |
| Total Expense Ratio | 1.51 | 0.94 | 161% |
| Annual Report Gross Expense Ratio | 1.79 | 0.97 | 185% |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | 1.341 | 4.490 | 30% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 25000 | 2500 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3M | 7.26B | 0% |
| Annual Yield % from dividends | 0.00 | 0.18 | - |
| Returns for 1 year | -1.67 | 10.61 | -16% |
| Returns for 3 years | 8.59 | 35.34 | 24% |
| Returns for 5 years | 3.00 | 36.98 | 8% |
| Returns for 10 years | 2.35 | 83.95 | 3% |
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