GATEX
Price
$54.06
Change
+$0.15 (+0.28%)
Updated
Aug 21 closing price
Net Assets
7.34B
HDCTX
Price
$11.83
Change
+$0.02 (+0.17%)
Updated
Aug 21 closing price
Net Assets
59.29M
Interact to see
Advertisement

GATEX vs HDCTX

GATEX vs HDCTX Comparison Chart in %
View a ticker or compare two or three
VS
GATEX vs. HDCTX 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 HDCTX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.34B vs. HDCTX (59.3M). HDCTX pays higher dividends than GATEX: HDCTX (0.19) vs GATEX (0.18). GATEX was incepted earlier than HDCTX: GATEX (49 years) vs HDCTX (26 years). HDCTX (1.44) is less costly to investors than GATEX (0.97). HDCTX is a more actively managed with annual turnover of: 204.00 vs. GATEX (17.00). HDCTX has a lower initial minimum investment than GATEX: HDCTX (1000) vs GATEX (2500). HDCTX annual gain was more profitable for investors over the last year : 15.99 vs. GATEX (11.56). HDCTX (39.34) and GATEX (38.30) have equivalent 5 years return.
GATEXHDCTXGATEX / HDCTX
Total Expense Ratio0.941.4465%
Annual Report Gross Expense Ratio0.971.4467%
Fund Existence49 years26 years-
Gain YTD5.9799.96160%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets7.34B59.3M12,371%
Annual Yield % from dividends0.180.1994%
Returns for 1 year11.5615.9972%
Returns for 3 years40.0152.3676%
Returns for 5 years38.3039.3497%
Returns for 10 years84.7963.08134%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PEGZX20.430.17
+0.84%
PGIM Jennison Mid-Cap Growth Z
VKSFX10.560.07
+0.67%
Virtus KAR Small-Mid Cap Value I
TVLCX12.900.08
+0.62%
Touchstone Value C
GICPX61.340.25
+0.41%
Gabelli Global Growth AAA
HCAFX48.500.19
+0.39%
Hartford Capital Appreciation F