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RMQHX vs UBPIX
RMQHX vs UBPIX Comparison Chart
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RMQHX vs. UBPIX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 861M vs. UBPIX (7.46M). UBPIX pays higher dividends than RMQHX: UBPIX (5.48) vs RMQHX (0.24). RMQHX was incepted earlier than UBPIX: RMQHX (11 years) vs UBPIX (18 years). RMQHX (1.95) and UBPIX (1.93) have similar cost to investors . RMQHX is a more actively managed with annual turnover of: 334.00 vs. UBPIX (111.00). RMQHX has a lower initial minimum investment than UBPIX: RMQHX (2500) vs UBPIX (15000). UBPIX annual gain was more profitable for investors over the last year : 13.96 vs. RMQHX (-8.16). RMQHX return over 5 years is better than : 147.89 vs. UBPIX (97.52).
| RMQHX | UBPIX | RMQHX / UBPIX | |
| Total Expense Ratio | 1.43 | 1.78 | 80% |
| Annual Report Gross Expense Ratio | 1.95 | 1.93 | 101% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 1.917 | 35.965 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 861M | 7.46M | 11,546% |
| Annual Yield % from dividends | 0.24 | 5.48 | 4% |
| Returns for 1 year | -8.16 | 13.96 | -58% |
| Returns for 3 years | 120.20 | 23.19 | 518% |
| Returns for 5 years | 147.89 | 97.52 | 152% |
| Returns for 10 years | 891.24 | -41.42 | -2,152% |
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