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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
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 GATEX is a Buy and HDCAX is a Hold.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.26B vs. HDCAX (58.1M). 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 : 12.69 vs. GATEX (10.61). GATEX return over 5 years is better than : 36.98 vs. HDCAX (33.34).
| 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 | 4.490 | 7.000 | 64% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.26B | 58.1M | 12,491% |
| Annual Yield % from dividends | 0.18 | 0.15 | 118% |
| Returns for 1 year | 10.61 | 12.69 | 84% |
| Returns for 3 years | 35.34 | 44.24 | 80% |
| Returns for 5 years | 36.98 | 33.34 | 111% |
| Returns for 10 years | 83.95 | 53.97 | 156% |
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