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GATEX vs PHEFX
GATEX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.15B vs. PHEFX (3.93B). PHEFX pays higher dividends than GATEX: PHEFX (1.07) vs GATEX (0.32). GATEX was incepted earlier than PHEFX: GATEX (48 years) vs PHEFX (2 years). PHEFX (0.99) and GATEX (0.98) have similar cost to investors . PHEFX is a more actively managed with annual turnover of: 40.70 vs. GATEX (12.00). GATEX (2500) and PHEFX (2500) have matching initial minimum investment requirements. PHEFX (8.30) and GATEX (8.11) have marching annual gain over last year.
| GATEX | PHEFX | GATEX / PHEFX | |
| Total Expense Ratio | 0.94 | 0.75 | 125% |
| Annual Report Gross Expense Ratio | 0.98 | 0.99 | 99% |
| Fund Existence | 48 years | 2 years | - |
| Gain YTD | 9.148 | 11.650 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.15B | 3.93B | 182% |
| Annual Yield % from dividends | 0.32 | 1.07 | 30% |
| Returns for 1 year | 8.11 | 8.30 | 98% |
| Returns for 3 years | 42.05 | N/A | - |
| Returns for 5 years | 42.93 | N/A | - |
| Returns for 10 years | 77.63 | N/A | - |
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