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GATEX vs HDCAX
GATEX vs HDCAX Comparison Chart in %
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GATEX vs. HDCAX commentary
Oct 18, 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 GATEX is a Buy and HDCAX is a Hold.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.96B vs. HDCAX (43M). GATEX pays higher dividends than HDCAX: GATEX (0.33) vs HDCAX (0.00). GATEX was incepted earlier than HDCAX: GATEX (48 years) vs HDCAX (25 years). HDCAX (1.86) is less costly to investors than GATEX (0.98). HDCAX is a more actively managed with annual turnover of: 270.00 vs. GATEX (12.00). GATEX initial investment is less costly to investors than HDCAX (5%) vs HDCAX (5%). HDCAX has a lower initial minimum investment than GATEX: HDCAX (1000) vs GATEX (2500). HDCAX annual gain was more profitable for investors over the last year : 15.31 vs. GATEX (8.67). HDCAX (45.52) and GATEX (43.83) have equivalent 5 years return.
| GATEX | HDCAX | GATEX / HDCAX | |
| Total Expense Ratio | 0.94 | 1.86 | 51% |
| Annual Report Gross Expense Ratio | 0.98 | 1.86 | 53% |
| Fund Existence | 48 years | 25 years | - |
| Gain YTD | 7.697 | 14.826 | 52% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.96B | 43M | 16,186% |
| Annual Yield % from dividends | 0.33 | 0.00 | - |
| Returns for 1 year | 8.67 | 15.31 | 57% |
| Returns for 3 years | 44.54 | 36.08 | 123% |
| Returns for 5 years | 43.83 | 45.52 | 96% |
| Returns for 10 years | 75.21 | 41.07 | 183% |
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