GATEX has more cash in the bank: 7.34B vs. PHEFX (4.05B). PHEFX pays higher dividends than GATEX: PHEFX (0.78) vs GATEX (0.18). 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 : 11.56 vs. PHEFX (7.83).

	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	5.979	7.935	75%
Front Load	6%	N/A	-
Min. Initial Investment	2500	2500	100%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	7.34B	4.05B	181%
Annual Yield % from dividends	0.18	0.78	23%
Returns for 1 year	11.56	7.83	148%
Returns for 3 years	40.01	43.97	91%
Returns for 5 years	38.30	N/A	-
Returns for 10 years	84.79	N/A	-

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