CAPOX | GATEX | CAPOX / GATEX | |
Total Expense Ratio | 1.62 | 0.94 | 172% |
Annual Report Gross Expense Ratio | 1.79 | 0.98 | 183% |
Fund Existence | 10 years | 48 years | - |
Gain YTD | 4.323 | 3.542 | 122% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 25000 | 2500 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 56M | 6.81B | 1% |
Annual Yield % from dividends | 0.34 | 0.37 | 93% |
Returns for 1 year | 6.53 | 8.96 | 73% |
Returns for 3 years | 9.63 | 35.85 | 27% |
Returns for 5 years | -9.24 | 44.56 | -21% |
Returns for 10 years | N/A | 67.66 | - |