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GATEX vs JDAEX
GATEX vs JDAEX Comparison Chart in %
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GATEX vs. JDAEX commentary
Sep 16, 2025
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 JDAEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.96B vs. JDAEX (339M). GATEX pays higher dividends than JDAEX: GATEX (0.36) vs JDAEX (0.00). GATEX was incepted earlier than JDAEX: GATEX (48 years) vs JDAEX (10 years). JDAEX (1.97) is less costly to investors than GATEX (0.98). JDAEX is a more actively managed with annual turnover of: 28.00 vs. GATEX (12.00). GATEX (6%) and JDAEX (6%) have equivalent initial investment costs. GATEX (2500) and JDAEX (2500) have matching initial minimum investment requirements. JDAEX annual gain was more profitable for investors over the last year : 12.94 vs. GATEX (11.45). JDAEX return over 5 years is better than : 58.86 vs. GATEX (46.18).
| GATEX | JDAEX | GATEX / JDAEX | |
| Total Expense Ratio | 0.94 | 1.66 | 57% |
| Annual Report Gross Expense Ratio | 0.98 | 1.97 | 50% |
| Fund Existence | 48 years | 10 years | - |
| Gain YTD | 7.372 | 8.987 | 82% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.96B | 339M | 2,053% |
| Annual Yield % from dividends | 0.36 | 0.00 | - |
| Returns for 1 year | 11.45 | 12.94 | 88% |
| Returns for 3 years | 39.98 | 42.53 | 94% |
| Returns for 5 years | 46.18 | 58.86 | 78% |
| Returns for 10 years | 75.81 | 83.34 | 91% |
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