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GATEX vs JHDAX
GATEX vs JHDAX Comparison Chart
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.32B vs. JHDAX (5.09B). JHDAX pays higher dividends than GATEX: JHDAX (0.50) vs GATEX (0.38). GATEX was incepted earlier than JHDAX: GATEX (47 years) vs JHDAX (4 years). GATEX (0.98) is less costly to investors than JHDAX (0.85). JHDAX is a more actively managed with annual turnover of: 42.00 vs. GATEX (18.00). GATEX initial investment is less costly to investors than JHDAX (5%) vs JHDAX (5%). JHDAX has a lower initial minimum investment than GATEX: JHDAX (1000) vs GATEX (2500). JHDAX annual gain was more profitable for investors over the last year : 6.93 vs. GATEX (5.53).
| GATEX | JHDAX | GATEX / JHDAX | |
| Total Expense Ratio | 0.94 | 0.85 | 111% |
| Annual Report Gross Expense Ratio | 0.98 | 0.85 | 115% |
| Fund Existence | 47 years | 4 years | - |
| Gain YTD | -5.214 | -3.872 | 135% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 5.09B | 124% |
| Annual Yield % from dividends | 0.38 | 0.50 | 75% |
| Returns for 1 year | 5.53 | 6.93 | 80% |
| Returns for 3 years | 16.10 | 15.06 | 107% |
| Returns for 5 years | 38.33 | N/A | - |
| Returns for 10 years | 51.55 | N/A | - |
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