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GATEX vs PHEIX
GATEX vs PHEIX Comparison
Open Charts GATEX vs PHEIX
GATEX vs PHEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.36B vs. PHEIX (4.08B). PHEIX pays higher dividends than GATEX: PHEIX (0.86) 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 : 11.87 vs. PHEIX (9.03).
| 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 | 4.784 | 7.132 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.36B | 4.08B | 180% |
| Annual Yield % from dividends | 0.18 | 0.86 | 21% |
| Returns for 1 year | 11.87 | 9.03 | 131% |
| Returns for 3 years | 36.44 | 41.49 | 88% |
| Returns for 5 years | 37.54 | N/A | - |
| Returns for 10 years | 84.71 | N/A | - |
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