Interact to see
Advertisement
Advertisement
GATEX vs PHEFX
GATEX vs PHEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.67B vs. PHEFX (3.65B). PHEFX pays higher dividends than GATEX: PHEFX (1.18) vs GATEX (0.36). 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 : 8.47 vs. PHEFX (6.98).
| 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 | 0.817 | 1.052 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.67B | 3.65B | 183% |
| Annual Yield % from dividends | 0.36 | 1.18 | 31% |
| Returns for 1 year | 8.47 | 6.98 | 121% |
| Returns for 3 years | 25.89 | N/A | - |
| Returns for 5 years | 40.42 | N/A | - |
| Returns for 10 years | 61.57 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement