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RMQAX vs UUPSX
RMQAX vs UUPSX Comparison Chart in %
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RMQAX vs. UUPSX commentary
Sep 29, 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 UUPSX is a Hold.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 1.06B vs. UUPSX (15.9M). UUPSX pays higher dividends than RMQAX: UUPSX (0.28) vs RMQAX (0.22). RMQAX was incepted earlier than UUPSX: RMQAX (11 years) vs UUPSX (19 years). UUPSX (3.13) is less costly to investors than RMQAX (1.82). RMQAX is a more actively managed with annual turnover of: 1036.00 vs. UUPSX (163.00). RMQAX has a lower initial minimum investment than UUPSX: RMQAX (2500) vs UUPSX (15000). UUPSX annual gain was more profitable for investors over the last year : 40.09 vs. RMQAX (10.74). RMQAX return over 5 years is better than : 138.64 vs. UUPSX (32.77).
| RMQAX | UUPSX | RMQAX / UUPSX | |
| Total Expense Ratio | 1.26 | 2.78 | 45% |
| Annual Report Gross Expense Ratio | 1.82 | 3.13 | 58% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 28.197 | 73.942 | 38% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 15.9M | 6,660% |
| Annual Yield % from dividends | 0.22 | 0.28 | 78% |
| Returns for 1 year | 10.74 | 40.09 | 27% |
| Returns for 3 years | 184.51 | 149.69 | 123% |
| Returns for 5 years | 138.64 | 32.77 | 423% |
| Returns for 10 years | 1346.91 | 181.95 | 740% |
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