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GATEX vs MRCEX
GATEX vs MRCEX Comparison Chart
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GATEX vs. MRCEX commentary
May 24, 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 MRCEX is a Buy.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.6B vs. MRCEX (41.8M). GATEX pays higher dividends than MRCEX: GATEX (0.38) vs MRCEX (0.00). GATEX was incepted earlier than MRCEX: GATEX (47 years) vs MRCEX (10 years). MRCEX (2.55) is less costly to investors than GATEX (0.98). MRCEX is a more actively managed with annual turnover of: 33.00 vs. GATEX (12.00). GATEX (2500) and MRCEX (2500) have matching initial minimum investment requirements. GATEX annual gain was more profitable for investors over the last year : 8.04 vs. MRCEX (-6.40). GATEX return over 5 years is better than : 41.62 vs. MRCEX (-13.67).
| GATEX | MRCEX | GATEX / MRCEX | |
| Total Expense Ratio | 0.94 | 2.28 | 41% |
| Annual Report Gross Expense Ratio | 0.98 | 2.55 | 38% |
| Fund Existence | 47 years | 10 years | - |
| Gain YTD | -0.372 | 0.580 | -64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.6B | 41.8M | 15,782% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | 8.04 | -6.40 | -126% |
| Returns for 3 years | 28.20 | 1.68 | 1,682% |
| Returns for 5 years | 41.62 | -13.67 | -305% |
| Returns for 10 years | 59.08 | N/A | - |
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