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DSHZX vs GATEX
DSHZX vs GATEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.81B vs. DSHZX (97M). DSHZX pays higher dividends than GATEX: DSHZX (0.45) vs GATEX (0.37). DSHZX was incepted earlier than GATEX: DSHZX (4 years) vs GATEX (48 years). DSHZX (1.04) is less costly to investors than GATEX (0.98). GATEX is a more actively managed with annual turnover of: 12.00 vs. DSHZX (9.00). DSHZX has a lower initial minimum investment than GATEX: DSHZX (0) vs GATEX (2500). DSHZX (9.40) and GATEX (8.96) have marching annual gain over last year.
| DSHZX | GATEX | DSHZX / GATEX | |
| Total Expense Ratio | 0.98 | 0.94 | 104% |
| Annual Report Gross Expense Ratio | 1.04 | 0.98 | 106% |
| Fund Existence | 4 years | 48 years | - |
| Gain YTD | 3.559 | 3.542 | 100% |
| 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 | 0.45 | 0.37 | 121% |
| Returns for 1 year | 9.40 | 8.96 | 105% |
| Returns for 3 years | 41.58 | 35.85 | 116% |
| Returns for 5 years | N/A | 44.56 | - |
| Returns for 10 years | N/A | 67.66 | - |
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