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RMQAX vs UBPSX
RMQAX vs UBPSX Comparison Chart in %
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RMQAX vs. UBPSX commentary
Sep 08, 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: 948M vs. UBPSX (7.56M). UBPSX pays higher dividends than RMQAX: UBPSX (4.17) vs RMQAX (0.22). RMQAX was incepted earlier than UBPSX: RMQAX (11 years) vs UBPSX (18 years). UBPSX (2.93) is less costly to investors than RMQAX (1.82). RMQAX is a more actively managed with annual turnover of: 1036.00 vs. UBPSX (111.00). RMQAX has a lower initial minimum investment than UBPSX: RMQAX (2500) vs UBPSX (15000). RMQAX annual gain was more profitable for investors over the last year : 16.74 vs. UBPSX (14.62). UBPSX return over 5 years is better than : 110.27 vs. RMQAX (104.33).
| RMQAX | UBPSX | RMQAX / UBPSX | |
| Total Expense Ratio | 1.26 | 2.78 | 45% |
| Annual Report Gross Expense Ratio | 1.82 | 2.93 | 62% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 20.013 | 48.270 | 41% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 7.56M | 12,541% |
| Annual Yield % from dividends | 0.22 | 4.17 | 5% |
| Returns for 1 year | 16.74 | 14.62 | 114% |
| Returns for 3 years | 132.14 | 34.83 | 379% |
| Returns for 5 years | 104.33 | 110.27 | 95% |
| Returns for 10 years | 1116.02 | -3.36 | -33,249% |
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