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GATEX vs HDCAX
GATEX vs HDCAX Comparison Chart in %
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GATEX vs. HDCAX commentary
Dec 28, 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 Hold and HDCAX is a Hold.
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.19B vs. HDCAX (51.5M). GATEX pays higher dividends than HDCAX: GATEX (0.32) 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). HDCAX annual gain was more profitable for investors over the last year : 11.42 vs. GATEX (9.07). GATEX return over 5 years is better than : 42.89 vs. HDCAX (39.72).
| 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 | 11.400 | 13.880 | 82% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.19B | 51.5M | 13,963% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | 9.07 | 11.42 | 79% |
| Returns for 3 years | 47.03 | 35.69 | 132% |
| Returns for 5 years | 42.89 | 39.72 | 108% |
| Returns for 10 years | 79.84 | 55.05 | 145% |
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