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FSUGX vs RMAEX
FSUGX vs RMAEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSUGX has more cash in the bank: 23.8B vs. RMAEX (12.2B). RMAEX (4.27) and FSUGX (4.25) have matching dividends . FSUGX was incepted earlier than RMAEX: FSUGX (5 years) vs RMAEX (15 years). RMAEX (0.68) is less costly to investors than FSUGX (0.42). RMAEX is a more actively managed with annual turnover of: 824.00 vs. FSUGX (50.00). FSUGX (250) and RMAEX (250) have matching initial minimum investment requirements. RMAEX (7.46) and FSUGX (7.15) have marching annual gain over last year. RMAEX return over 5 years is better than : -2.86 vs. FSUGX (-4.91).
| FSUGX | RMAEX | FSUGX / RMAEX | |
| Total Expense Ratio | 0.38 | 0.63 | 60% |
| Annual Report Gross Expense Ratio | 0.42 | 0.68 | 62% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 6.999 | 7.409 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 12.2B | 195% |
| Annual Yield % from dividends | 4.25 | 4.27 | 100% |
| Returns for 1 year | 7.15 | 7.46 | 96% |
| Returns for 3 years | 12.15 | 12.87 | 94% |
| Returns for 5 years | -4.91 | -2.86 | 172% |
| Returns for 10 years | N/A | 8.84 | - |
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