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GATEX vs PHEFX
GATEX vs PHEFX Comparison
Open Charts GATEX vs PHEFX
GATEX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.29B vs. PHEFX (4.07B). PHEFX pays higher dividends than GATEX: PHEFX (0.77) vs GATEX (0.24). GATEX was incepted earlier than PHEFX: GATEX (49 years) vs PHEFX (3 years). GATEX (0.97) is less costly to investors than PHEFX (0.90). PHEFX is a more actively managed with annual turnover of: 54.50 vs. GATEX (17.00). GATEX (2500) and PHEFX (2500) have matching initial minimum investment requirements. GATEX annual gain was more profitable for investors over the last year : 13.65 vs. PHEFX (11.49).
| GATEX | PHEFX | GATEX / PHEFX | |
| Total Expense Ratio | 0.94 | 0.75 | 125% |
| Annual Report Gross Expense Ratio | 0.97 | 0.90 | 108% |
| Fund Existence | 49 years | 3 years | - |
| Gain YTD | 4.118 | 6.317 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.29B | 4.07B | 179% |
| Annual Yield % from dividends | 0.24 | 0.77 | 31% |
| Returns for 1 year | 13.65 | 11.49 | 119% |
| Returns for 3 years | 37.56 | N/A | - |
| Returns for 5 years | 38.17 | N/A | - |
| Returns for 10 years | 87.05 | N/A | - |
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