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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: 7.3B vs. PHEFX (4.14B). 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 : 14.81 vs. PHEFX (12.46).
| 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 | 4.667 | 7.242 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.3B | 4.14B | 176% |
| Annual Yield % from dividends | 0.24 | 0.77 | 31% |
| Returns for 1 year | 14.81 | 12.46 | 119% |
| Returns for 3 years | 39.46 | N/A | - |
| Returns for 5 years | 40.08 | N/A | - |
| Returns for 10 years | 85.96 | N/A | - |
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