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RMQAX vs UBPSX
RMQAX vs UBPSX Comparison Chart in %
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RMQAX vs. UBPSX commentary
Jul 06, 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 UBPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 954M vs. UBPSX (8.14M). UBPSX pays higher dividends than RMQAX: UBPSX (4.42) vs RMQAX (0.23). RMQAX was incepted earlier than UBPSX: RMQAX (11 years) vs UBPSX (18 years). UBPSX (2.93) is less costly to investors than RMQAX (1.95). RMQAX is a more actively managed with annual turnover of: 334.00 vs. UBPSX (111.00). RMQAX has a lower initial minimum investment than UBPSX: RMQAX (2500) vs UBPSX (15000). UBPSX annual gain was more profitable for investors over the last year : 17.57 vs. RMQAX (-4.27). RMQAX return over 5 years is better than : 139.43 vs. UBPSX (113.97).
| RMQAX | UBPSX | RMQAX / UBPSX | |
| Total Expense Ratio | 1.42 | 2.78 | 51% |
| Annual Report Gross Expense Ratio | 1.95 | 2.93 | 67% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 13.181 | 44.718 | 29% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 8.14M | 11,724% |
| Annual Yield % from dividends | 0.23 | 4.42 | 5% |
| Returns for 1 year | -4.27 | 17.57 | -24% |
| Returns for 3 years | 131.02 | 43.16 | 304% |
| Returns for 5 years | 139.43 | 113.97 | 122% |
| Returns for 10 years | 982.99 | -37.21 | -2,642% |