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AQMIX vs AQMRX
AQMIX vs AQMRX Comparison
Open Charts AQMIX vs AQMRX
AQMIX vs AQMRX Comparison Chart in %
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AQMIX vs. AQMRX commentary
Jun 15, 2026
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 (3.27B) and AQMRX (3.27B) have equal amount of cash in the bank . AQMRX (2.10) and AQMIX (2.04) have matching dividends . AQMIX was incepted earlier than AQMRX: AQMIX (16 years) vs AQMRX (12 years). AQMIX (3.09) and AQMRX (3.01) have similar cost to investors . AQMIX (412.00) and AQMRX (412.00) have comparable annual turnover. AQMIX has a lower initial minimum investment than AQMRX: AQMIX (5000000) vs AQMRX (50000000). AQMRX (24.60) and AQMIX (24.45) have marching annual gain over last year. AQMRX (83.15) and AQMIX (82.38) have equivalent 5 years return.
| AQMIX | AQMRX | AQMIX / AQMRX | |
| Total Expense Ratio | 3.09 | 3.01 | 103% |
| Annual Report Gross Expense Ratio | 3.09 | 3.01 | 103% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 11.494 | 11.575 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 50000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 3.27B | 100% |
| Annual Yield % from dividends | 2.04 | 2.10 | 97% |
| Returns for 1 year | 24.45 | 24.60 | 99% |
| Returns for 3 years | 41.07 | 41.46 | 99% |
| Returns for 5 years | 82.38 | 83.15 | 99% |
| Returns for 10 years | 57.97 | 59.33 | 98% |
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