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RMQAX vs UGPSX
RMQAX vs UGPSX Comparison Chart in %
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RMQAX vs. UGPSX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 1.03B vs. UGPSX (27.5M). UGPSX pays higher dividends than RMQAX: UGPSX (1.67) vs RMQAX (0.23). 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: 1036.00 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 : 40.77 vs. RMQAX (14.11). RMQAX return over 5 years is better than : 140.86 vs. UGPSX (-83.70).
| 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 | 16.798 | 35.491 | 47% |
| 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 | 1.67 | 14% |
| Returns for 1 year | 14.11 | 40.77 | 35% |
| Returns for 3 years | 119.76 | -26.49 | -452% |
| Returns for 5 years | 140.86 | -83.70 | -168% |
| Returns for 10 years | 952.21 | -77.87 | -1,223% |
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