CAPOX
Price
$10.57
Change
+$0.02 (+0.19%)
Updated
Aug 14 closing price
Net Assets
1.12M
GATEX
Price
$54.06
Change
+$0.15 (+0.28%)
Updated
Aug 21 closing price
Net Assets
7.34B
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CAPOX vs GATEX

CAPOX vs GATEX Comparison Chart in %
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CAPOX vs. GATEX commentary
Aug 23, 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.

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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.34B vs. CAPOX (1.12M). 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 : 11.56 vs. CAPOX (-1.31). GATEX return over 5 years is better than : 38.30 vs. CAPOX (4.51).
CAPOXGATEXCAPOX / GATEX
Total Expense Ratio1.510.94161%
Annual Report Gross Expense Ratio1.790.97185%
Fund Existence11 years49 years-
Gain YTD1.2455.97921%
Front LoadN/A6%-
Min. Initial Investment2500025001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.12M7.34B0%
Annual Yield % from dividends0.000.18-
Returns for 1 year-1.3111.56-11%
Returns for 3 years11.5540.0129%
Returns for 5 years4.5138.3012%
Returns for 10 years1.2884.792%
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