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RMQCX vs UGPSX
RMQCX vs UGPSX Comparison Chart in %
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RMQCX vs. UGPSX commentary
Jul 07, 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 RMQCX is a Buy and UGPSX is a Hold.
FUNDAMENTALS
Fundamentals
RMQCX has more cash in the bank: 954M vs. UGPSX (21.8M). UGPSX pays higher dividends than RMQCX: UGPSX (1.67) vs RMQCX (0.25). RMQCX was incepted earlier than UGPSX: RMQCX (11 years) vs UGPSX (17 years). UGPSX (2.80) and RMQCX (2.71) have similar cost to investors . RMQCX is a more actively managed with annual turnover of: 334.00 vs. UGPSX (159.00). RMQCX has a lower initial minimum investment than UGPSX: RMQCX (2500) vs UGPSX (15000). UGPSX annual gain was more profitable for investors over the last year : 7.96 vs. RMQCX (-7.03). RMQCX return over 5 years is better than : 123.93 vs. UGPSX (-85.66).
| RMQCX | UGPSX | RMQCX / UGPSX | |
| Total Expense Ratio | 2.17 | 2.80 | 78% |
| Annual Report Gross Expense Ratio | 2.71 | 2.80 | 97% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 12.752 | 16.186 | 79% |
| Front Load | N/A | 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 | 0.25 | 1.67 | 15% |
| Returns for 1 year | -7.03 | 7.96 | -88% |
| Returns for 3 years | 120.36 | -46.60 | -258% |
| Returns for 5 years | 123.93 | -85.66 | -145% |
| Returns for 10 years | 873.91 | -82.60 | -1,058% |
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