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HCPIX vs RMQAX
HCPIX vs RMQAX Comparison Chart
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HCPIX vs. RMQAX commentary
Apr 04, 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 HCPIX is a Buy and RMQAX is a Hold.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 316M vs. HCPIX (12.6M). HCPIX pays higher dividends than RMQAX: HCPIX (0.76) vs RMQAX (0.29). HCPIX was incepted earlier than RMQAX: HCPIX (25 years) vs RMQAX (10 years). RMQAX (1.95) is less costly to investors than HCPIX (1.72). RMQAX is a more actively managed with annual turnover of: 334.00 vs. HCPIX (55.00). RMQAX has a lower initial minimum investment than HCPIX: RMQAX (2500) vs HCPIX (15000). HCPIX annual gain was more profitable for investors over the last year : -3.32 vs. RMQAX (-13.30). RMQAX return over 5 years is better than : 231.78 vs. HCPIX (88.95).
| HCPIX | RMQAX | HCPIX / RMQAX | |
| Total Expense Ratio | 1.72 | 1.42 | 121% |
| Annual Report Gross Expense Ratio | 1.72 | 1.95 | 88% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 5.798 | -15.041 | -39% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000 | 2500 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6M | 316M | 4% |
| Annual Yield % from dividends | 0.76 | 0.29 | 262% |
| Returns for 1 year | -3.32 | -13.30 | 25% |
| Returns for 3 years | -3.16 | -2.54 | 124% |
| Returns for 5 years | 88.95 | 231.78 | 38% |
| Returns for 10 years | 112.39 | 739.02 | 15% |
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