RMQAX | UTPIX | RMQAX / UTPIX | |
Total Expense Ratio | 1.42 | 1.78 | 80% |
Annual Report Gross Expense Ratio | 1.95 | 1.84 | 106% |
Fund Existence | 11 years | 25 years | - |
Gain YTD | 1.917 | 9.453 | 20% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 15000 | 17% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 861M | 13.7M | 6,285% |
Annual Yield % from dividends | 0.25 | 1.09 | 23% |
Returns for 1 year | -8.70 | 23.23 | -37% |
Returns for 3 years | 118.75 | 31.78 | 374% |
Returns for 5 years | 146.03 | 62.40 | 234% |
Returns for 10 years | 858.97 | 169.67 | 506% |