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GATEX vs PHEIX
GATEX vs PHEIX Comparison Chart
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.9B vs. PHEIX (3.77B). GATEX was incepted earlier than PHEIX: GATEX (47 years) vs PHEIX (1 year). GATEX is a more actively managed with annual turnover of: 18.00 vs. PHEIX (16.10). GATEX has a lower initial minimum investment than PHEIX: GATEX (2500) vs PHEIX (500000). PHEIX annual gain was more profitable for investors over the last year : 25.43 vs. GATEX (18.06).
| GATEX | PHEIX | GATEX / PHEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 47 years | 1 year | - |
| Gain YTD | 15.984 | 20.506 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 3.77B | 183% |
| Annual Yield % from dividends | 0.61 | N/A | - |
| Returns for 1 year | 18.06 | 25.43 | 71% |
| Returns for 3 years | 16.68 | N/A | - |
| Returns for 5 years | 38.33 | N/A | - |
| Returns for 10 years | 64.24 | N/A | - |
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