Interact to see
Advertisement
Advertisement
GATEX vs WRAIX
GATEX vs WRAIX Comparison
Open Charts GATEX vs WRAIX
GATEX vs WRAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GATEX vs. WRAIX commentary
Jul 11, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GATEX is a StrongBuy and WRAIX is a Buy.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.35B vs. WRAIX (244M). GATEX pays higher dividends than WRAIX: GATEX (0.18) vs WRAIX (0.17). GATEX was incepted earlier than WRAIX: GATEX (49 years) vs WRAIX (15 years). WRAIX (1.51) is less costly to investors than GATEX (0.97). WRAIX is a more actively managed with annual turnover of: 82.00 vs. GATEX (17.00). GATEX has a lower initial minimum investment than WRAIX: GATEX (2500) vs WRAIX (100000). GATEX annual gain was more profitable for investors over the last year : 11.98 vs. WRAIX (7.33). GATEX return over 5 years is better than : 37.73 vs. WRAIX (29.64).
| GATEX | WRAIX | GATEX / WRAIX | |
| Total Expense Ratio | 0.94 | 1.25 | 75% |
| Annual Report Gross Expense Ratio | 0.97 | 1.51 | 64% |
| Fund Existence | 49 years | 15 years | - |
| Gain YTD | 4.980 | 4.312 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.35B | 244M | 3,010% |
| Annual Yield % from dividends | 0.18 | 0.17 | 107% |
| Returns for 1 year | 11.98 | 7.33 | 164% |
| Returns for 3 years | 37.60 | 27.54 | 137% |
| Returns for 5 years | 37.73 | 29.64 | 127% |
| Returns for 10 years | 85.49 | 66.57 | 128% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FIQWX | 19.85 | 0.10 | +0.51% |
| Fidelity Advisor Strategic Div & Inc Z | |||
| ISMVX | 13.53 | 0.03 | +0.22% |
| William Blair Small-Mid Cap Value I | |||
| PNBAX | 30.73 | N/A | N/A |
| Virtus NFJ Large-Cap Value A | |||
| PAGHX | 142.80 | N/A | N/A |
| Permanent Portfolio Aggressive Growth C | |||
| NWAEX | 20.03 | N/A | N/A |
| Nationwide BNY Mellon Dyn US Core Eagle | |||