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RMQHX vs UBPIX
RMQHX vs UBPIX Comparison Chart in %
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RMQHX vs. UBPIX commentary
Sep 09, 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 RMQHX is a Buy and UBPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 796M vs. UBPIX (7.56M). UBPIX pays higher dividends than RMQHX: UBPIX (4.74) vs RMQHX (0.21). RMQHX was incepted earlier than UBPIX: RMQHX (11 years) vs UBPIX (18 years). UBPIX (1.93) is less costly to investors than RMQHX (1.80). RMQHX is a more actively managed with annual turnover of: 1036.00 vs. UBPIX (111.00). RMQHX has a lower initial minimum investment than UBPIX: RMQHX (2500) vs UBPIX (15000). RMQHX annual gain was more profitable for investors over the last year : 17.42 vs. UBPIX (16.48). UBPIX return over 5 years is better than : 121.94 vs. RMQHX (105.87).
| RMQHX | UBPIX | RMQHX / UBPIX | |
| Total Expense Ratio | 1.27 | 1.78 | 71% |
| Annual Report Gross Expense Ratio | 1.80 | 1.93 | 93% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 20.004 | 49.386 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 796M | 7.56M | 10,530% |
| Annual Yield % from dividends | 0.21 | 4.74 | 4% |
| Returns for 1 year | 17.42 | 16.48 | 106% |
| Returns for 3 years | 133.67 | 39.20 | 341% |
| Returns for 5 years | 105.87 | 121.94 | 87% |
| Returns for 10 years | 1129.37 | 7.17 | 15,753% |
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