| GATEX | PHEIX | GATEX / PHEIX | |
| Total Expense Ratio | 0.94 | 0.47 | 200% |
| Annual Report Gross Expense Ratio | 0.98 | 0.47 | 209% |
| Fund Existence | 48 years | 2 years | - |
| Gain YTD | 9.148 | 10.484 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.15B | 3.93B | 182% |
| Annual Yield % from dividends | 0.32 | 1.18 | 27% |
| Returns for 1 year | 8.11 | 7.31 | 111% |
| Returns for 3 years | 42.05 | N/A | - |
| Returns for 5 years | 42.93 | N/A | - |
| Returns for 10 years | 77.63 | N/A | - |