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AQMIX vs QMHRX
AQMIX vs QMHRX Comparison Chart in %
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AQMIX vs. QMHRX commentary
Sep 09, 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 QMHRX is a Hold.
FUNDAMENTALS
Fundamentals
AQMIX has more cash in the bank: 2.15B vs. QMHRX (730M). AQMIX pays higher dividends than QMHRX: AQMIX (3.63) vs QMHRX (2.22). AQMIX was incepted earlier than QMHRX: AQMIX (16 years) vs QMHRX (11 years). QMHRX (3.93) is less costly to investors than AQMIX (2.73). QMHRX is a more actively managed with annual turnover of: 657.00 vs. AQMIX (605.00). AQMIX has a lower initial minimum investment than QMHRX: AQMIX (5000000) vs QMHRX (50000000). QMHRX annual gain was more profitable for investors over the last year : 17.22 vs. AQMIX (12.13). QMHRX return over 5 years is better than : 80.45 vs. AQMIX (58.81).
| AQMIX | QMHRX | AQMIX / QMHRX | |
| Total Expense Ratio | 2.72 | 3.77 | 72% |
| Annual Report Gross Expense Ratio | 2.73 | 3.93 | 69% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 5.972 | 8.086 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 50000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 730M | 295% |
| Annual Yield % from dividends | 3.63 | 2.22 | 164% |
| Returns for 1 year | 12.13 | 17.22 | 70% |
| Returns for 3 years | 17.76 | 19.22 | 92% |
| Returns for 5 years | 58.81 | 80.45 | 73% |
| Returns for 10 years | 26.24 | 23.40 | 112% |
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