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AQMIX vs AQMRX
AQMIX vs AQMRX Comparison Chart in %
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AQMIX vs. AQMRX commentary
Aug 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AQMIX is a Hold and AQMRX is a Hold.
FUNDAMENTALS
Fundamentals
AQMIX (2.1B) and AQMRX (2.1B) have equal amount of cash in the bank . AQMRX (3.77) and AQMIX (3.68) have matching dividends . AQMIX was incepted earlier than AQMRX: AQMIX (16 years) vs AQMRX (11 years). AQMIX (2.73) and AQMRX (2.64) have similar cost to investors . AQMIX (605.00) and AQMRX (605.00) have comparable annual turnover. AQMIX has a lower initial minimum investment than AQMRX: AQMIX (5000000) vs AQMRX (50000000). AQMRX (13.05) and AQMIX (12.98) have marching annual gain over last year. AQMRX (52.34) and AQMIX (51.73) have equivalent 5 years return.
| AQMIX | AQMRX | AQMIX / AQMRX | |
| Total Expense Ratio | 2.72 | 2.62 | 104% |
| Annual Report Gross Expense Ratio | 2.73 | 2.64 | 103% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 4.098 | 4.211 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 50000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 2.1B | 100% |
| Annual Yield % from dividends | 3.68 | 3.77 | 98% |
| Returns for 1 year | 12.98 | 13.05 | 99% |
| Returns for 3 years | 22.84 | 23.11 | 99% |
| Returns for 5 years | 51.73 | 52.34 | 99% |
| Returns for 10 years | 27.11 | 28.13 | 96% |
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