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GATEX vs JHTRX
GATEX vs JHTRX Comparison Chart in %
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GATEX vs. JHTRX commentary
Oct 07, 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 JHTRX is a Hold.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.98B vs. JHTRX (2.86B). JHTRX pays higher dividends than GATEX: JHTRX (0.94) vs GATEX (0.33). GATEX was incepted earlier than JHTRX: GATEX (48 years) vs JHTRX (5 years). GATEX (0.98) is less costly to investors than JHTRX (0.34). JHTRX is a more actively managed with annual turnover of: 56.00 vs. GATEX (12.00). GATEX has a lower initial minimum investment than JHTRX: GATEX (2500) vs JHTRX (15000000). GATEX annual gain was more profitable for investors over the last year : 10.05 vs. JHTRX (8.51).
| GATEX | JHTRX | GATEX / JHTRX | |
| Total Expense Ratio | 0.94 | 0.34 | 276% |
| Annual Report Gross Expense Ratio | 0.98 | 0.34 | 288% |
| Fund Existence | 48 years | 5 years | - |
| Gain YTD | 8.065 | 6.844 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.98B | 2.86B | 244% |
| Annual Yield % from dividends | 0.33 | 0.94 | 35% |
| Returns for 1 year | 10.05 | 8.51 | 118% |
| Returns for 3 years | 47.02 | 53.06 | 89% |
| Returns for 5 years | 45.44 | N/A | - |
| Returns for 10 years | 76.53 | N/A | - |
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