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RMQAX vs UGPIX
RMQAX vs UGPIX Comparison Chart in %
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RMQAX vs. UGPIX commentary
Jul 28, 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 UGPIX is a Buy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 1.03B vs. UGPIX (27.5M). UGPIX pays higher dividends than RMQAX: UGPIX (2.45) vs RMQAX (0.23). RMQAX was incepted earlier than UGPIX: RMQAX (11 years) vs UGPIX (17 years). RMQAX (1.95) is less costly to investors than UGPIX (1.80). RMQAX is a more actively managed with annual turnover of: 1036.00 vs. UGPIX (159.00). RMQAX has a lower initial minimum investment than UGPIX: RMQAX (2500) vs UGPIX (15000). UGPIX annual gain was more profitable for investors over the last year : 42.18 vs. RMQAX (14.11). RMQAX return over 5 years is better than : 140.86 vs. UGPIX (-82.86).
| RMQAX | UGPIX | RMQAX / UGPIX | |
| Total Expense Ratio | 1.42 | 1.80 | 79% |
| Annual Report Gross Expense Ratio | 1.95 | 1.80 | 108% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 16.798 | 36.271 | 46% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 27.5M | 3,745% |
| Annual Yield % from dividends | 0.23 | 2.45 | 9% |
| Returns for 1 year | 14.11 | 42.18 | 33% |
| Returns for 3 years | 119.76 | -24.24 | -494% |
| Returns for 5 years | 140.86 | -82.86 | -170% |
| Returns for 10 years | 952.21 | -75.53 | -1,261% |
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