GATEX
Price
$53.30
Change
+$0.28 (+0.53%)
Updated
Jul 31 closing price
Net Assets
7.26B
HDCTX
Price
$11.54
Change
+$0.13 (+1.14%)
Updated
Jul 31 closing price
Net Assets
58.12M
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 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 HDCTX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.26B vs. HDCTX (58.1M). HDCTX pays higher dividends than GATEX: HDCTX (0.19) vs GATEX (0.18). GATEX was incepted earlier than HDCTX: GATEX (49 years) vs HDCTX (25 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 : 13.03 vs. GATEX (10.61). GATEX return over 5 years is better than : 36.98 vs. HDCTX (35.14).
GATEXHDCTXGATEX / HDCTX
Total Expense Ratio0.941.4465%
Annual Report Gross Expense Ratio0.971.4467%
Fund Existence49 years25 years-
Gain YTD4.4907.26562%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets7.26B58.1M12,491%
Annual Yield % from dividends0.180.1994%
Returns for 1 year10.6113.0381%
Returns for 3 years35.3445.4578%
Returns for 5 years36.9835.14105%
Returns for 10 years83.9557.83145%
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 %
POLRX30.150.50
+1.69%
Polen Growth Investor
TRSCX32.740.31
+0.96%
Nuveen Large Cap Responsible Eq Ret
ERBAX19.860.11
+0.56%
Eaton Vance Equity Strategy A
UPDDX30.750.11
+0.36%
Upright Growth & Income
CGAEX15.29-0.01
-0.07%
Calvert Global Energy Solutions A