Interact to see
Advertisement
Advertisement
GATEX vs HDCAX
GATEX vs HDCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GATEX vs. HDCAX commentary
Feb 04, 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 GATEX is a Buy and HDCAX is a Buy.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.27B vs. HDCAX (59.5M). GATEX pays higher dividends than HDCAX: GATEX (0.28) vs HDCAX (0.00). GATEX was incepted earlier than HDCAX: GATEX (48 years) vs HDCAX (25 years). HDCAX (1.86) is less costly to investors than GATEX (0.98). HDCAX is a more actively managed with annual turnover of: 270.00 vs. GATEX (12.00). GATEX initial investment is less costly to investors than HDCAX (5%) vs HDCAX (5%). HDCAX has a lower initial minimum investment than GATEX: HDCAX (1000) vs GATEX (2500). GATEX annual gain was more profitable for investors over the last year : 10.40 vs. HDCAX (9.70). GATEX return over 5 years is better than : 41.24 vs. HDCAX (36.45).
| GATEX | HDCAX | GATEX / HDCAX | |
| Total Expense Ratio | 0.94 | 1.86 | 51% |
| Annual Report Gross Expense Ratio | 0.98 | 1.86 | 53% |
| Fund Existence | 48 years | 25 years | - |
| Gain YTD | 1.058 | 1.590 | 67% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.27B | 59.5M | 12,210% |
| Annual Yield % from dividends | 0.28 | 0.00 | - |
| Returns for 1 year | 10.40 | 9.70 | 107% |
| Returns for 3 years | 41.94 | 37.96 | 110% |
| Returns for 5 years | 41.24 | 36.45 | 113% |
| Returns for 10 years | 89.35 | 63.48 | 141% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement