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PHPIX vs RMQAX
PHPIX vs RMQAX Comparison Chart
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PHPIX vs. RMQAX commentary
May 22, 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 PHPIX is a Hold and RMQAX is a Buy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 800M vs. PHPIX (2.68M). PHPIX pays higher dividends than RMQAX: PHPIX (1.15) vs RMQAX (0.28). PHPIX was incepted earlier than RMQAX: PHPIX (25 years) vs RMQAX (10 years). PHPIX (2.50) is less costly to investors than RMQAX (1.95). RMQAX is a more actively managed with annual turnover of: 334.00 vs. PHPIX (207.00). RMQAX has a lower initial minimum investment than PHPIX: RMQAX (2500) vs PHPIX (15000). RMQAX annual gain was more profitable for investors over the last year : -2.75 vs. PHPIX (-5.21). RMQAX return over 5 years is better than : 153.32 vs. PHPIX (2.47).
| PHPIX | RMQAX | PHPIX / RMQAX | |
| Total Expense Ratio | 1.78 | 1.42 | 125% |
| Annual Report Gross Expense Ratio | 2.50 | 1.95 | 128% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | -9.441 | -0.297 | 3,178% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000 | 2500 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.68M | 800M | 0% |
| Annual Yield % from dividends | 1.15 | 0.28 | 405% |
| Returns for 1 year | -5.21 | -2.75 | 189% |
| Returns for 3 years | -22.11 | 93.94 | -24% |
| Returns for 5 years | 2.47 | 153.32 | 2% |
| Returns for 10 years | -10.63 | 808.87 | -1% |
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