Interact to see
Advertisement
Advertisement
GATEX vs HDCAX
GATEX vs HDCAX Comparison
Open Charts GATEX vs HDCAX
GATEX vs HDCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GATEX vs. HDCAX 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 GATEX is a Buy and HDCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.34B vs. HDCAX (59.3M). GATEX pays higher dividends than HDCAX: GATEX (0.18) vs HDCAX (0.15). GATEX was incepted earlier than HDCAX: GATEX (49 years) vs HDCAX (26 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 : 15.67 vs. GATEX (11.56). GATEX (38.30) and HDCAX (37.52) 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 | 26 years | - |
| Gain YTD | 5.979 | 9.718 | 62% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.34B | 59.3M | 12,371% |
| Annual Yield % from dividends | 0.18 | 0.15 | 118% |
| Returns for 1 year | 11.56 | 15.67 | 74% |
| Returns for 3 years | 40.01 | 51.14 | 78% |
| Returns for 5 years | 38.30 | 37.52 | 102% |
| Returns for 10 years | 84.79 | 59.13 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers