Interact to see
Advertisement
Advertisement
GATEX vs PHEFX
GATEX vs PHEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.81B vs. PHEFX (3.8B). PHEFX pays higher dividends than GATEX: PHEFX (1.14) vs GATEX (0.37). GATEX was incepted earlier than PHEFX: GATEX (48 years) vs PHEFX (2 years). PHEFX (0.99) and GATEX (0.98) have similar cost to investors . PHEFX is a more actively managed with annual turnover of: 40.70 vs. GATEX (12.00). GATEX (2500) and PHEFX (2500) have matching initial minimum investment requirements. GATEX annual gain was more profitable for investors over the last year : 8.72 vs. PHEFX (6.94).
| GATEX | PHEFX | GATEX / PHEFX | |
| Total Expense Ratio | 0.94 | 0.75 | 125% |
| Annual Report Gross Expense Ratio | 0.98 | 0.99 | 99% |
| Fund Existence | 48 years | 2 years | - |
| Gain YTD | 3.845 | 4.693 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.81B | 3.8B | 179% |
| Annual Yield % from dividends | 0.37 | 1.14 | 32% |
| Returns for 1 year | 8.72 | 6.94 | 126% |
| Returns for 3 years | 35.57 | N/A | - |
| Returns for 5 years | 43.11 | N/A | - |
| Returns for 10 years | 65.70 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MMECX | 23.87 | 0.23 | +0.97% |
| Victory Integrity Discovery C | |||
| OGIYX | 51.22 | 0.41 | +0.81% |
| Invesco Global Opportunities Y | |||
| DTLGX | 47.00 | 0.33 | +0.71% |
| Wilshire Large Company Growth Invmt | |||
| VMMSX | 25.06 | 0.13 | +0.52% |
| Vanguard Emerg Mkts Sel Stk Inv | |||
| TRTIX | 21.15 | 0.09 | +0.43% |
| T. Rowe Price International Value Eq I | |||