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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: 6.81B vs. APLIX (26.8M). APLIX pays higher dividends than GATEX: APLIX (0.56) vs GATEX (0.37). 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: 44.00 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 : 12.87 vs. GATEX (8.96).
| 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 | 8.031 | 3.542 | 227% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100 | 2500 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8M | 6.81B | 0% |
| Annual Yield % from dividends | 0.56 | 0.37 | 152% |
| Returns for 1 year | 12.87 | 8.96 | 144% |
| Returns for 3 years | 28.95 | 35.85 | 81% |
| Returns for 5 years | N/A | 44.56 | - |
| Returns for 10 years | N/A | 67.66 | - |
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