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RMQAX vs UGPIX
RMQAX vs UGPIX Comparison Chart in %
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RMQAX vs. UGPIX 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 UGPIX is a Hold.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 954M vs. UGPIX (21.8M). 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: 334.00 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 : 9.04 vs. RMQAX (-4.27). RMQAX return over 5 years is better than : 139.43 vs. UGPIX (-84.90).
| 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 | 13.181 | 16.760 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 21.8M | 4,376% |
| Annual Yield % from dividends | 0.23 | 2.45 | 9% |
| Returns for 1 year | -4.27 | 9.04 | -47% |
| Returns for 3 years | 131.02 | -45.03 | -291% |
| Returns for 5 years | 139.43 | -84.90 | -164% |
| Returns for 10 years | 982.99 | -80.77 | -1,217% |
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