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AALIX vs GATEX
AALIX vs GATEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.27B vs. AALIX (33.7M). AALIX pays higher dividends than GATEX: AALIX (0.42) vs GATEX (0.28). AALIX was incepted earlier than GATEX: AALIX (5 years) vs GATEX (48 years). AALIX (1.86) is less costly to investors than GATEX (0.98). AALIX is a more actively managed with annual turnover of: 18.00 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 : 16.52 vs. GATEX (10.40). AALIX return over 5 years is better than : 44.49 vs. GATEX (41.24).
| AALIX | GATEX | AALIX / GATEX | |
| Total Expense Ratio | 1.35 | 0.94 | 144% |
| Annual Report Gross Expense Ratio | 1.86 | 0.98 | 190% |
| Fund Existence | 5 years | 48 years | - |
| Gain YTD | 1.504 | 1.058 | 142% |
| Front Load | 2% | 6% | 35% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7M | 7.27B | 0% |
| Annual Yield % from dividends | 0.42 | 0.28 | 152% |
| Returns for 1 year | 16.52 | 10.40 | 159% |
| Returns for 3 years | 37.01 | 41.94 | 88% |
| Returns for 5 years | 44.49 | 41.24 | 108% |
| Returns for 10 years | N/A | 89.35 | - |
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