Interact to see
Advertisement
Advertisement
GATEX vs PHEFX
GATEX vs PHEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.27B vs. PHEFX (3.86B). PHEFX pays higher dividends than GATEX: PHEFX (0.82) vs GATEX (0.28). GATEX was incepted earlier than PHEFX: GATEX (48 years) vs PHEFX (3 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. GATEX annual gain was more profitable for investors over the last year : 10.40 vs. PHEFX (5.15).
| 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 | 3 years | - |
| Gain YTD | 1.058 | 1.079 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.27B | 3.86B | 188% |
| Annual Yield % from dividends | 0.28 | 0.82 | 34% |
| Returns for 1 year | 10.40 | 5.15 | 202% |
| Returns for 3 years | 41.94 | N/A | - |
| Returns for 5 years | 41.24 | N/A | - |
| Returns for 10 years | 89.35 | N/A | - |
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 % |
| RMBLX | 57.87 | 0.03 | +0.05% |
| RMB Mendon Financial Services I | |||
| NOMIX | 21.84 | N/A | N/A |
| Northern Mid Cap Index | |||
| MXETX | 13.49 | N/A | N/A |
| Empower Core Strategies US Eq Inv | |||
| UBVLX | 82.30 | -0.06 | -0.07% |
| Undiscovered Managers Behavioral Val L | |||
| WTMVX | 12.05 | -0.11 | -0.90% |
| Segall Bryant & Hamill Glb All Cp Retail | |||