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CAPOX vs GATEX
CAPOX vs GATEX Comparison Chart in %
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CAPOX vs. GATEX commentary
Jan 16, 2026
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 Hold and GATEX is a Hold.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.16B vs. CAPOX (60.3M). GATEX pays higher dividends than CAPOX: GATEX (0.28) vs CAPOX (0.00). 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 : 11.61 vs. CAPOX (2.50). GATEX return over 5 years is better than : 42.49 vs. CAPOX (-0.54).
| 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 | 1.916 | 0.529 | 362% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 25000 | 2500 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.3M | 7.16B | 1% |
| Annual Yield % from dividends | 0.00 | 0.28 | - |
| Returns for 1 year | 2.50 | 11.61 | 22% |
| Returns for 3 years | 11.42 | 43.26 | 26% |
| Returns for 5 years | -0.54 | 42.49 | -1% |
| Returns for 10 years | 8.43 | 89.09 | 9% |
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