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RMQAX vs UGPSX
RMQAX vs UGPSX Comparison Chart in %
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RMQAX vs. UGPSX 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 UGPSX is a Buy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 948M vs. UGPSX (29.3M). UGPSX pays higher dividends than RMQAX: UGPSX (1.36) vs RMQAX (0.22). RMQAX was incepted earlier than UGPSX: RMQAX (11 years) vs UGPSX (18 years). UGPSX (2.80) is less costly to investors than RMQAX (1.82). 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 : 72.89 vs. RMQAX (16.53). RMQAX return over 5 years is better than : 103.97 vs. UGPSX (-84.63).
| RMQAX | UGPSX | RMQAX / UGPSX | |
| Total Expense Ratio | 1.26 | 2.80 | 45% |
| Annual Report Gross Expense Ratio | 1.82 | 2.80 | 65% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 19.803 | 49.147 | 40% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 29.3M | 3,235% |
| Annual Yield % from dividends | 0.22 | 1.36 | 16% |
| Returns for 1 year | 16.53 | 72.89 | 23% |
| Returns for 3 years | 131.73 | -8.12 | -1,622% |
| Returns for 5 years | 103.97 | -84.63 | -123% |
| Returns for 10 years | 1113.90 | -66.40 | -1,678% |
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