GATEX
Price
$49.70
Change
+$0.13 (+0.26%)
Updated
Sep 26 closing price
Net Assets
6.95B
OASDX
Price
$12.79
Change
+$0.05 (+0.39%)
Updated
Sep 26 closing price
Net Assets
72.79M
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GATEX vs OASDX

Header iconGATEX vs OASDX Comparison
Open Charts GATEX vs OASDXBanner chart's image
Gateway A
Price$49.70
Change+$0.13 (+0.26%)
VolumeN/A
Net Assets6.95B
Oakhurst Strategic Defined Risk Instl
Price$12.79
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets72.79M
GATEX vs OASDX Comparison Chart in %
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GATEX vs. OASDX commentary
Sep 27, 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 OASDX is a Hold.

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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.95B vs. OASDX (72.8M). OASDX pays higher dividends than GATEX: OASDX (1.75) vs GATEX (0.36). GATEX was incepted earlier than OASDX: GATEX (48 years) vs OASDX (8 years). OASDX (1.52) is less costly to investors than GATEX (0.98). GATEX is a more actively managed with annual turnover of: 12.00 vs. OASDX (6.00). GATEX has a lower initial minimum investment than OASDX: GATEX (2500) vs OASDX (25000). GATEX annual gain was more profitable for investors over the last year : 10.09 vs. OASDX (2.02). GATEX return over 5 years is better than : 47.78 vs. OASDX (27.18).
GATEXOASDXGATEX / OASDX
Total Expense Ratio0.941.5262%
Annual Report Gross Expense Ratio0.981.5264%
Fund Existence48 years8 years-
Gain YTD7.6108.94485%
Front Load6%N/A-
Min. Initial Investment25002500010%
Min. Initial Investment IRAN/AN/A-
Net Assets6.95B72.8M9,540%
Annual Yield % from dividends0.361.7520%
Returns for 1 year10.092.02500%
Returns for 3 years46.4832.00145%
Returns for 5 years47.7827.18176%
Returns for 10 years81.05N/A-
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