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GATEX vs PHEFX
GATEX vs PHEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.9B vs. PHEFX (3.77B). GATEX was incepted earlier than PHEFX: GATEX (47 years) vs PHEFX (1 year). GATEX is a more actively managed with annual turnover of: 18.00 vs. PHEFX (16.10). GATEX (2500) and PHEFX (2500) have matching initial minimum investment requirements. PHEFX annual gain was more profitable for investors over the last year : 25.13 vs. GATEX (18.06).
| GATEX | PHEFX | GATEX / PHEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 47 years | 1 year | - |
| Gain YTD | 15.984 | 20.244 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 3.77B | 183% |
| Annual Yield % from dividends | 0.61 | N/A | - |
| Returns for 1 year | 18.06 | 25.13 | 72% |
| Returns for 3 years | 16.68 | N/A | - |
| Returns for 5 years | 38.33 | N/A | - |
| Returns for 10 years | 64.24 | N/A | - |
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