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CAPOX vs GATEX
CAPOX vs GATEX Comparison Chart in %
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CAPOX vs. GATEX commentary
Dec 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAPOX is a Buy and GATEX is a Buy.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.16B vs. CAPOX (47.6M). CAPOX pays higher dividends than GATEX: CAPOX (0.35) vs GATEX (0.32). CAPOX was incepted earlier than GATEX: CAPOX (10 years) vs GATEX (48 years). CAPOX (1.79) is less costly to investors than GATEX (0.98). CAPOX is a more actively managed with annual turnover of: 120.00 vs. GATEX (12.00). GATEX has a lower initial minimum investment than CAPOX: GATEX (2500) vs CAPOX (25000). GATEX annual gain was more profitable for investors over the last year : 8.29 vs. CAPOX (-0.41). GATEX return over 5 years is better than : 42.42 vs. CAPOX (-18.52).
| 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 | 0.096 | 10.360 | 1% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 25000 | 2500 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.6M | 7.16B | 1% |
| Annual Yield % from dividends | 0.35 | 0.32 | 111% |
| Returns for 1 year | -0.41 | 8.29 | -5% |
| Returns for 3 years | 9.58 | 41.01 | 23% |
| Returns for 5 years | -18.52 | 42.42 | -44% |
| Returns for 10 years | 31.43 | 77.87 | 40% |
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