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CAPOX vs GATEX
CAPOX vs GATEX Comparison Chart in %
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CAPOX vs. GATEX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.19B vs. CAPOX (57.7M). 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 (1.75) 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 : 8.98 vs. CAPOX (0.93). GATEX return over 5 years is better than : 42.87 vs. CAPOX (-1.85).
| CAPOX | GATEX | CAPOX / GATEX | |
| Total Expense Ratio | 1.50 | 0.94 | 160% |
| Annual Report Gross Expense Ratio | 1.75 | 0.98 | 179% |
| Fund Existence | 10 years | 48 years | - |
| Gain YTD | 0.768 | 11.378 | 7% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 25000 | 2500 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.7M | 7.19B | 1% |
| Annual Yield % from dividends | 0.35 | 0.32 | 111% |
| Returns for 1 year | 0.93 | 8.98 | 10% |
| Returns for 3 years | 11.59 | 46.54 | 25% |
| Returns for 5 years | -1.85 | 42.87 | -4% |
| Returns for 10 years | 32.31 | 80.29 | 40% |
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