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GATEX vs HDCAX
GATEX vs HDCAX Comparison Chart in %
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GATEX vs. HDCAX commentary
Nov 19, 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 Hold and HDCAX is a Hold.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.04B vs. HDCAX (46.6M). GATEX pays higher dividends than HDCAX: GATEX (0.32) 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 : 14.74 vs. GATEX (7.72). HDCAX return over 5 years is better than : 44.54 vs. GATEX (41.22).
| 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 | 7.870 | 14.616 | 54% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 46.6M | 15,099% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | 7.72 | 14.74 | 52% |
| Returns for 3 years | 39.81 | 31.87 | 125% |
| Returns for 5 years | 41.22 | 44.54 | 93% |
| Returns for 10 years | 74.79 | 39.31 | 190% |
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