BQMGX vs RPMGX

Both BQMGX and RPMGX are mutual funds. BQMGX has a lower 5-year return than RPMGX (13.96% vs 14.47%). BQMGX has a higher expense ratio than RPMGX (1.11% vs 0.73%). Below is the comparison between BQMGX and RPMGX.

BQMGX RPMGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Bright Rock T. Rowe Price
Net Assets $100.60M $22.18B
Expense Ratio 1.11% 0.73%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $100,000.00 N/A
YTD Return -11.92% -12.31%
1-Year Return -8.31% -12.25%
3-Year Return 16.94% 15.37%
5-Year Return 13.96% 14.47%
10-Year Return 11.59% 14.37%

BQMGX description

The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets in equity securities of companies with medium-sized market capitalizations. The Fund defines mid-cap companies as those companies with market capitalizations within the range of companies in the Russell Midcap Growth Index.

BQMGX performance & returns

YTD Return -11.92%
1-Month Return -8.85%
3-Month Return -8.31%
1-Year Return -8.31%
3-Year Return 16.94%
5-Year Return 13.96%
10-Year Return 11.59%
BQMGX expense ratio is 1.11%.

BQMGX holdings

Top 10 Holdings (41.77% of Total Assets)

Name Symbol % Assets
Copart Inc CPRT 5.90%
IDEXX Laboratories Inc IDXX 4.99%
Sherwin-Williams Co SHW 4.58%
Dollar General Corp DG 4.08%
Cheniere Energy Inc LNG 3.93%
ResMed Inc RMD 3.88%
Jack Henry & Associates Inc JKHY 3.79%
Edwards Lifesciences Corp EW 3.65%
The Hershey Co HSY 3.58%
Tractor Supply Co TSCO 3.39%

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RPMGX description

The Fund seeks to provide long-term capital appreciation by investing in mid-cap stocks with potential for above-average earnings growth.

RPMGX performance & returns

YTD Return -12.31%
1-Month Return -10.23%
3-Month Return -12.25%
1-Year Return -12.25%
3-Year Return 15.37%
5-Year Return 14.47%
10-Year Return 14.37%
RPMGX expense ratio is 0.73%.

RPMGX holdings

Top 10 Holdings (20.65% of Total Assets)

Name Symbol % Assets
Reserve Invt Fds N/A 3.06%
Hologic Inc HOLX 2.67%
Ball Corp BLL 2.35%
Teleflex Inc TFX 2.21%
Catalent Inc CTLT 2.02%
Agilent Technologies Inc A 1.80%
Microchip Technology Inc MCHP 1.70%
Match Group Inc MTCH 1.62%
Marvell Technology Group Ltd MRVL 1.62%
The Cooper Companies Inc COO 1.60%

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