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CLPAX vs GATEX
CLPAX vs GATEX Comparison Chart in %
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CLPAX vs. GATEX commentary
Oct 19, 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 CLPAX is a Hold and GATEX is a Buy.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.98B vs. CLPAX (18.4M). GATEX pays higher dividends than CLPAX: GATEX (0.33) vs CLPAX (0.00). CLPAX was incepted earlier than GATEX: CLPAX (12 years) vs GATEX (48 years). CLPAX (2.63) is less costly to investors than GATEX (0.98). CLPAX is a more actively managed with annual turnover of: 31.00 vs. GATEX (12.00). CLPAX (6%) and GATEX (6%) have equivalent initial investment costs. CLPAX (2500) and GATEX (2500) have matching initial minimum investment requirements. CLPAX annual gain was more profitable for investors over the last year : 15.78 vs. GATEX (8.95). GATEX return over 5 years is better than : 44.21 vs. CLPAX (37.22).
| CLPAX | GATEX | CLPAX / GATEX | |
| Total Expense Ratio | 1.87 | 0.94 | 199% |
| Annual Report Gross Expense Ratio | 2.63 | 0.98 | 268% |
| Fund Existence | 12 years | 48 years | - |
| Gain YTD | 13.389 | 7.978 | 168% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4M | 6.98B | 0% |
| Annual Yield % from dividends | 0.00 | 0.33 | - |
| Returns for 1 year | 15.78 | 8.95 | 176% |
| Returns for 3 years | 59.01 | 44.92 | 131% |
| Returns for 5 years | 37.22 | 44.21 | 84% |
| Returns for 10 years | 33.51 | 75.67 | 44% |
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