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DSHFX vs GATEX
DSHFX vs GATEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.81B vs. DSHFX (97M). GATEX pays higher dividends than DSHFX: GATEX (0.37) vs DSHFX (0.32). DSHFX was incepted earlier than GATEX: DSHFX (4 years) vs GATEX (48 years). DSHFX (1.19) is less costly to investors than GATEX (0.98). GATEX is a more actively managed with annual turnover of: 12.00 vs. DSHFX (9.00). DSHFX has a lower initial minimum investment than GATEX: DSHFX (0) vs GATEX (2500). DSHFX (9.24) and GATEX (8.96) have marching annual gain over last year.
| DSHFX | GATEX | DSHFX / GATEX | |
| Total Expense Ratio | 1.13 | 0.94 | 120% |
| Annual Report Gross Expense Ratio | 1.19 | 0.98 | 121% |
| Fund Existence | 4 years | 48 years | - |
| Gain YTD | 3.463 | 3.542 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97M | 6.81B | 1% |
| Annual Yield % from dividends | 0.32 | 0.37 | 87% |
| Returns for 1 year | 9.24 | 8.96 | 103% |
| Returns for 3 years | 40.98 | 35.85 | 114% |
| Returns for 5 years | N/A | 44.56 | - |
| Returns for 10 years | N/A | 67.66 | - |
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