GATEX has more cash in the bank: 7.26B vs. PHEIX (4.01B). PHEIX pays higher dividends than GATEX: PHEIX (0.87) vs GATEX (0.18). GATEX was incepted earlier than PHEIX: GATEX (49 years) vs PHEIX (3 years). GATEX (0.97) is less costly to investors than PHEIX (0.49). PHEIX is a more actively managed with annual turnover of: 54.50 vs. GATEX (17.00). 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 : 10.61 vs. PHEIX (6.62).

	GATEX	PHEIX	GATEX / PHEIX
Total Expense Ratio	0.94	0.49	192%
Annual Report Gross Expense Ratio	0.97	0.49	198%
Fund Existence	49 years	3 years	-
Gain YTD	4.490	6.058	74%
Front Load	6%	N/A	-
Min. Initial Investment	2500	500000	1%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	7.26B	4.01B	181%
Annual Yield % from dividends	0.18	0.87	21%
Returns for 1 year	10.61	6.62	160%
Returns for 3 years	35.34	38.56	92%
Returns for 5 years	36.98	N/A	-
Returns for 10 years	83.95	N/A	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

STOCK / NAME	Price $	Chg $	Chg %
		1 Day
ILPT	8.61	0.14	+1.65%
Industrial Logistics Properties Trust
AUBN	26.19	-0.01	-0.04%
Auburn National Bancorporation
TR	39.02	-0.37	-0.94%
Tootsie Roll Industries Inc
WF	68.93	-1.37	-1.95%
Woori Financial Group
TDIC	2.40	-0.16	-6.25%
Dreamland Limited