RMQAX | UTPSX | RMQAX / UTPSX | |
Total Expense Ratio | 1.42 | 2.78 | 51% |
Annual Report Gross Expense Ratio | 1.95 | 2.84 | 69% |
Fund Existence | 11 years | 25 years | - |
Gain YTD | 16.798 | 16.654 | 101% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 15000 | 17% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.03B | 10.1M | 10,198% |
Annual Yield % from dividends | 0.23 | 0.00 | - |
Returns for 1 year | 14.11 | 29.05 | 49% |
Returns for 3 years | 119.76 | 23.70 | 505% |
Returns for 5 years | 140.86 | 58.12 | 242% |
Returns for 10 years | 952.21 | 156.86 | 607% |