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PHPSX vs RMQAX
PHPSX vs RMQAX Comparison Chart in %
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PHPSX vs. RMQAX commentary
Jul 01, 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 PHPSX is a Hold and RMQAX is a Buy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 884M vs. PHPSX (2.45M). RMQAX pays higher dividends than PHPSX: RMQAX (0.25) vs PHPSX (0.00). PHPSX was incepted earlier than RMQAX: PHPSX (25 years) vs RMQAX (11 years). PHPSX (3.50) is less costly to investors than RMQAX (1.95). RMQAX is a more actively managed with annual turnover of: 334.00 vs. PHPSX (207.00). RMQAX has a lower initial minimum investment than PHPSX: RMQAX (2500) vs PHPSX (15000). RMQAX (-3.21) and PHPSX (-3.29) have marching annual gain over last year. RMQAX return over 5 years is better than : 156.09 vs. PHPSX (-1.67).
| PHPSX | RMQAX | PHPSX / RMQAX | |
| Total Expense Ratio | 2.78 | 1.42 | 196% |
| Annual Report Gross Expense Ratio | 3.50 | 1.95 | 179% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | -10.932 | 10.103 | -108% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000 | 2500 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45M | 884M | 0% |
| Annual Yield % from dividends | 0.00 | 0.25 | - |
| Returns for 1 year | -3.29 | -3.21 | 102% |
| Returns for 3 years | -24.99 | 122.04 | -20% |
| Returns for 5 years | -1.67 | 156.09 | -1% |
| Returns for 10 years | -19.21 | 964.63 | -2% |
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