Interact to see
Advertisement
Advertisement
RMQAX vs UBPIX
RMQAX vs UBPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RMQAX vs. UBPIX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 803M vs. UBPIX (7.81M). UBPIX pays higher dividends than RMQAX: UBPIX (5.33) vs RMQAX (0.22). RMQAX was incepted earlier than UBPIX: RMQAX (11 years) vs UBPIX (18 years). RMQAX (1.95) and UBPIX (1.93) have similar cost to investors . 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). RMQAX annual gain was more profitable for investors over the last year : 10.43 vs. UBPIX (7.04). RMQAX return over 5 years is better than : 120.55 vs. UBPIX (110.11).
| RMQAX | UBPIX | RMQAX / UBPIX | |
| Total Expense Ratio | 1.42 | 1.78 | 80% |
| Annual Report Gross Expense Ratio | 1.95 | 1.93 | 101% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 20.872 | 41.140 | 51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 7.81M | 10,286% |
| Annual Yield % from dividends | 0.22 | 5.33 | 4% |
| Returns for 1 year | 10.43 | 7.04 | 148% |
| Returns for 3 years | 81.12 | 15.75 | 515% |
| Returns for 5 years | 120.55 | 110.11 | 109% |
| Returns for 10 years | 995.44 | -13.10 | -7,600% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement