Interact to see
Advertisement
Advertisement
AALIX vs GATEX
AALIX vs GATEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.15B vs. AALIX (31.9M). AALIX pays higher dividends than GATEX: AALIX (0.46) vs GATEX (0.32). AALIX was incepted earlier than GATEX: AALIX (5 years) vs GATEX (48 years). AALIX (1.66) is less costly to investors than GATEX (0.98). AALIX is a more actively managed with annual turnover of: 44.00 vs. GATEX (12.00). GATEX initial investment is less costly to investors than AALIX (2%) vs AALIX (2%). AALIX has a lower initial minimum investment than GATEX: AALIX (0) vs GATEX (2500). AALIX annual gain was more profitable for investors over the last year : 15.39 vs. GATEX (8.11).
| AALIX | GATEX | AALIX / GATEX | |
| Total Expense Ratio | 1.35 | 0.94 | 144% |
| Annual Report Gross Expense Ratio | 1.66 | 0.98 | 169% |
| Fund Existence | 5 years | 48 years | - |
| Gain YTD | 16.609 | 9.148 | 182% |
| Front Load | 2% | 6% | 35% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.9M | 7.15B | 0% |
| Annual Yield % from dividends | 0.46 | 0.32 | 145% |
| Returns for 1 year | 15.39 | 8.11 | 190% |
| Returns for 3 years | 38.52 | 42.05 | 92% |
| Returns for 5 years | N/A | 42.93 | - |
| Returns for 10 years | N/A | 77.63 | - |
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 % |
| LLPFX | 24.62 | -0.13 | -0.53% |
| Longleaf Partners | |||
| HIINX | 54.51 | -0.64 | -1.16% |
| Harbor International Investor | |||
| GSRIX | 12.70 | -0.15 | -1.17% |
| Goldman Sachs Rising Dividend Gr Inv | |||
| RNWCX | 95.38 | -1.24 | -1.28% |
| American Funds New World R3 | |||
| BSGIX | 15.43 | -0.32 | -2.03% |
| Baird Small/Mid Cap Growth Institutional | |||