Interact to see
Advertisement
Advertisement
GATEX vs PHEIX
GATEX vs PHEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.19B vs. PHEIX (3.91B). PHEIX pays higher dividends than GATEX: PHEIX (1.18) vs GATEX (0.32). GATEX was incepted earlier than PHEIX: GATEX (48 years) vs PHEIX (2 years). GATEX (0.98) is less costly to investors than PHEIX (0.47). PHEIX is a more actively managed with annual turnover of: 40.70 vs. GATEX (12.00). GATEX has a lower initial minimum investment than PHEIX: GATEX (2500) vs PHEIX (500000). GATEX annual gain was more profitable for investors over the last year : 8.98 vs. PHEIX (4.35).
| 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 | 11.378 | 6.290 | 181% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.19B | 3.91B | 184% |
| Annual Yield % from dividends | 0.32 | 1.18 | 27% |
| Returns for 1 year | 8.98 | 4.35 | 206% |
| Returns for 3 years | 46.54 | N/A | - |
| Returns for 5 years | 42.87 | N/A | - |
| Returns for 10 years | 80.29 | 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 % |
| SUVQX | 12.50 | 0.05 | +0.40% |
| PGIM Quant Solutions Large-Cap Val R6 | |||
| IOEZX | 18.01 | 0.06 | +0.33% |
| ICON Equity Income Institutional | |||
| USMIX | 21.79 | 0.06 | +0.28% |
| Victory Extended Market Index | |||
| BDOIX | 12.56 | 0.01 | +0.08% |
| iShares MSCI Total Intl Idx Instl | |||
| STESX | 16.06 | N/A | N/A |
| Bernstein International Strat Eqs SCB | |||