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APLIX vs GATEX
APLIX vs GATEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.16B vs. APLIX (32.9M). APLIX pays higher dividends than GATEX: APLIX (0.40) vs GATEX (0.28). APLIX was incepted earlier than GATEX: APLIX (5 years) vs GATEX (48 years). APLIX (1.81) is less costly to investors than GATEX (0.98). APLIX is a more actively managed with annual turnover of: 18.00 vs. GATEX (12.00). APLIX has a lower initial minimum investment than GATEX: APLIX (100) vs GATEX (2500). APLIX annual gain was more profitable for investors over the last year : 17.93 vs. GATEX (11.61). GATEX (42.49) and APLIX (41.85) have equivalent 5 years return.
| APLIX | GATEX | APLIX / GATEX | |
| Total Expense Ratio | 1.35 | 0.94 | 144% |
| Annual Report Gross Expense Ratio | 1.81 | 0.98 | 185% |
| Fund Existence | 5 years | 48 years | - |
| Gain YTD | 0.826 | 0.529 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100 | 2500 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 7.16B | 0% |
| Annual Yield % from dividends | 0.40 | 0.28 | 145% |
| Returns for 1 year | 17.93 | 11.61 | 155% |
| Returns for 3 years | 34.57 | 43.26 | 80% |
| Returns for 5 years | 41.85 | 42.49 | 98% |
| Returns for 10 years | N/A | 89.09 | - |
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