RMQAX | UTPSX | RMQAX / UTPSX | |
Total Expense Ratio | 1.42 | 2.78 | 51% |
Annual Report Gross Expense Ratio | 1.95 | 2.84 | 69% |
Fund Existence | 11 years | 25 years | - |
Gain YTD | 4.545 | 9.980 | 46% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 15000 | 17% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 692M | 9.27M | 7,462% |
Annual Yield % from dividends | 0.25 | 0.00 | - |
Returns for 1 year | -6.34 | 23.11 | -27% |
Returns for 3 years | 124.39 | 29.02 | 429% |
Returns for 5 years | 152.37 | 55.95 | 272% |
Returns for 10 years | 883.70 | 146.71 | 602% |