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RMQAX vs UBPIX
RMQAX vs UBPIX Comparison Chart in %
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RMQAX vs. UBPIX commentary
Oct 05, 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 RMQAX is a Buy and UBPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 921M vs. UBPIX (9.23M). UBPIX pays higher dividends than RMQAX: UBPIX (4.49) vs RMQAX (0.20). RMQAX was incepted earlier than UBPIX: RMQAX (11 years) vs UBPIX (18 years). UBPIX (1.93) is less costly to investors than RMQAX (1.82). RMQAX is a more actively managed with annual turnover of: 1036.00 vs. UBPIX (111.00). RMQAX has a lower initial minimum investment than UBPIX: RMQAX (2500) vs UBPIX (15000). UBPIX (17.31) and RMQAX (16.98) have marching annual gain over last year. UBPIX return over 5 years is better than : 174.95 vs. RMQAX (138.43).
| RMQAX | UBPIX | RMQAX / UBPIX | |
| Total Expense Ratio | 1.26 | 1.78 | 71% |
| Annual Report Gross Expense Ratio | 1.82 | 1.93 | 94% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 30.981 | 50.351 | 62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 921M | 9.23M | 9,976% |
| Annual Yield % from dividends | 0.20 | 4.49 | 4% |
| Returns for 1 year | 16.98 | 17.31 | 98% |
| Returns for 3 years | 177.87 | 30.84 | 577% |
| Returns for 5 years | 138.43 | 174.95 | 79% |
| Returns for 10 years | 1227.68 | 10.91 | 11,248% |
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