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GATEX vs PHEIX
GATEX vs PHEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.8B vs. PHEIX (3.8B). PHEIX pays higher dividends than GATEX: PHEIX (1.26) vs GATEX (0.37). GATEX was incepted earlier than PHEIX: GATEX (48 years) vs PHEIX (2 years). GATEX (0.98) is less costly to investors than PHEIX (0.47). PHEIX is a more actively managed with annual turnover of: 40.70 vs. GATEX (12.00). GATEX has a lower initial minimum investment than PHEIX: GATEX (2500) vs PHEIX (500000). GATEX annual gain was more profitable for investors over the last year : 8.01 vs. PHEIX (6.53).
| GATEX | PHEIX | GATEX / PHEIX | |
| Total Expense Ratio | 0.94 | 0.47 | 200% |
| Annual Report Gross Expense Ratio | 0.98 | 0.47 | 209% |
| Fund Existence | 48 years | 2 years | - |
| Gain YTD | 3.477 | 4.597 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 3.8B | 179% |
| Annual Yield % from dividends | 0.37 | 1.26 | 29% |
| Returns for 1 year | 8.01 | 6.53 | 123% |
| Returns for 3 years | 35.05 | N/A | - |
| Returns for 5 years | 43.15 | N/A | - |
| Returns for 10 years | 66.27 | N/A | - |
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