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RMQHX vs UBPIX
RMQHX vs UBPIX Comparison Chart in %
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RMQHX vs. UBPIX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 803M vs. UBPIX (7.81M). UBPIX pays higher dividends than RMQHX: UBPIX (5.33) vs RMQHX (0.21). 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: 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 : 11.08 vs. UBPIX (7.04). RMQHX return over 5 years is better than : 122.21 vs. UBPIX (110.11).
| 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 | 20.866 | 41.140 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 7.81M | 10,286% |
| Annual Yield % from dividends | 0.21 | 5.33 | 4% |
| Returns for 1 year | 11.08 | 7.04 | 157% |
| Returns for 3 years | 82.31 | 15.75 | 523% |
| Returns for 5 years | 122.21 | 110.11 | 111% |
| Returns for 10 years | 1026.39 | -13.10 | -7,837% |
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