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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: 7.04B vs. PHEIX (3.93B). PHEIX pays higher dividends than GATEX: PHEIX (1.18) vs GATEX (0.32). 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 (7.72) and PHEIX (7.39) have marching annual gain over last year.
| 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 | 7.870 | 9.113 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 3.93B | 179% |
| Annual Yield % from dividends | 0.32 | 1.18 | 27% |
| Returns for 1 year | 7.72 | 7.39 | 104% |
| Returns for 3 years | 39.81 | N/A | - |
| Returns for 5 years | 41.22 | N/A | - |
| Returns for 10 years | 74.79 | N/A | - |
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