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AILIX vs GATEX
AILIX vs GATEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.15B vs. AILIX (31.9M). AILIX pays higher dividends than GATEX: AILIX (0.83) vs GATEX (0.32). AILIX was incepted earlier than GATEX: AILIX (5 years) vs GATEX (48 years). AILIX (1.56) is less costly to investors than GATEX (0.98). AILIX is a more actively managed with annual turnover of: 44.00 vs. GATEX (12.00). AILIX has a lower initial minimum investment than GATEX: AILIX (1000) vs GATEX (2500). AILIX annual gain was more profitable for investors over the last year : 15.76 vs. GATEX (8.11).
| AILIX | GATEX | AILIX / GATEX | |
| Total Expense Ratio | 1.10 | 0.94 | 117% |
| Annual Report Gross Expense Ratio | 1.56 | 0.98 | 159% |
| Fund Existence | 5 years | 48 years | - |
| Gain YTD | 17.017 | 9.148 | 186% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.9M | 7.15B | 0% |
| Annual Yield % from dividends | 0.83 | 0.32 | 259% |
| Returns for 1 year | 15.76 | 8.11 | 194% |
| Returns for 3 years | 39.64 | 42.05 | 94% |
| Returns for 5 years | N/A | 42.93 | - |
| Returns for 10 years | N/A | 77.63 | - |
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