Interact to see
Advertisement
Advertisement
GATEX vs GCPAX
GATEX vs GCPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GATEX vs. GCPAX commentary
Aug 18, 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 GATEX is a Buy and GCPAX is a Buy.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.9B vs. GCPAX (277M). GCPAX pays higher dividends than GATEX: GCPAX (0.43) vs GATEX (0.36). GATEX was incepted earlier than GCPAX: GATEX (48 years) vs GCPAX (11 years). GCPAX (1.07) is less costly to investors than GATEX (0.98). GCPAX is a more actively managed with annual turnover of: 19.00 vs. GATEX (12.00). GATEX (6%) and GCPAX (6%) have equivalent initial investment costs. GATEX (2500) and GCPAX (2500) have matching initial minimum investment requirements. GCPAX (10.98) and GATEX (10.63) have marching annual gain over last year. GCPAX return over 5 years is better than : 64.66 vs. GATEX (42.65).
| GATEX | GCPAX | GATEX / GCPAX | |
| Total Expense Ratio | 0.94 | 0.93 | 101% |
| Annual Report Gross Expense Ratio | 0.98 | 1.07 | 92% |
| Fund Existence | 48 years | 11 years | - |
| Gain YTD | 5.749 | 5.304 | 108% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 277M | 2,490% |
| Annual Yield % from dividends | 0.36 | 0.43 | 83% |
| Returns for 1 year | 10.63 | 10.98 | 97% |
| Returns for 3 years | 31.18 | 37.24 | 84% |
| Returns for 5 years | 42.65 | 64.66 | 66% |
| Returns for 10 years | 68.69 | 107.37 | 64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RNWGX | 91.23 | 0.19 | +0.21% |
| American Funds New World R6 | |||
| HDMBX | 14.69 | N/A | N/A |
| Hartford Small Company HLS IB | |||
| PHLOX | 10.30 | N/A | N/A |
| Philotimo Focused Growth and Income | |||
| EPLCX | 22.88 | -0.04 | -0.17% |
| NYLI Epoch U.S. Equity Yield Class I | |||
| FDTIX | 41.07 | -0.13 | -0.32% |
| Fidelity Advisor Diversified Stock I | |||