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GATEX vs HDCAX
GATEX vs HDCAX Comparison
Open Charts GATEX vs HDCAX
GATEX vs HDCAX Comparison Chart in %
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GATEX vs. HDCAX commentary
Jul 14, 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 GATEX is a StrongBuy and HDCAX is a Buy.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.36B vs. HDCAX (58.5M). GATEX pays higher dividends than HDCAX: GATEX (0.18) vs HDCAX (0.15). GATEX was incepted earlier than HDCAX: GATEX (49 years) vs HDCAX (25 years). HDCAX (1.70) is less costly to investors than GATEX (0.97). HDCAX is a more actively managed with annual turnover of: 204.00 vs. GATEX (17.00). 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 : 14.04 vs. GATEX (11.87). GATEX (37.54) and HDCAX (36.27) have equivalent 5 years return.
| GATEX | HDCAX | GATEX / HDCAX | |
| Total Expense Ratio | 0.94 | 1.70 | 55% |
| Annual Report Gross Expense Ratio | 0.97 | 1.70 | 57% |
| Fund Existence | 49 years | 25 years | - |
| Gain YTD | 4.784 | 7.750 | 62% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.36B | 58.5M | 12,581% |
| Annual Yield % from dividends | 0.18 | 0.15 | 121% |
| Returns for 1 year | 11.87 | 14.04 | 84% |
| Returns for 3 years | 36.44 | 46.92 | 78% |
| Returns for 5 years | 37.54 | 36.27 | 103% |
| Returns for 10 years | 84.71 | 52.21 | 162% |
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