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RMQAX vs UGPSX
RMQAX vs UGPSX Comparison Chart
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RMQAX vs. UGPSX commentary
Jun 15, 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 UGPSX is a Hold.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 861M vs. UGPSX (20.9M). UGPSX pays higher dividends than RMQAX: UGPSX (1.77) vs RMQAX (0.25). RMQAX was incepted earlier than UGPSX: RMQAX (11 years) vs UGPSX (17 years). UGPSX (2.80) is less costly to investors than RMQAX (1.95). RMQAX is a more actively managed with annual turnover of: 334.00 vs. UGPSX (159.00). RMQAX has a lower initial minimum investment than UGPSX: RMQAX (2500) vs UGPSX (15000). UGPSX annual gain was more profitable for investors over the last year : 2.52 vs. RMQAX (-8.70). RMQAX return over 5 years is better than : 146.03 vs. UGPSX (-83.37).
| RMQAX | UGPSX | RMQAX / UGPSX | |
| Total Expense Ratio | 1.42 | 2.80 | 51% |
| Annual Report Gross Expense Ratio | 1.95 | 2.80 | 70% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 1.917 | 17.187 | 11% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 861M | 20.9M | 4,120% |
| Annual Yield % from dividends | 0.25 | 1.77 | 14% |
| Returns for 1 year | -8.70 | 2.52 | -346% |
| Returns for 3 years | 118.75 | -38.31 | -310% |
| Returns for 5 years | 146.03 | -83.37 | -175% |
| Returns for 10 years | 858.97 | -85.64 | -1,003% |
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