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RMQHX vs UBPSX
RMQHX vs UBPSX Comparison Chart
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RMQHX vs. UBPSX 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 UBPSX is a Buy.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 861M vs. UBPSX (7.46M). UBPSX pays higher dividends than RMQHX: UBPSX (4.81) vs RMQHX (0.24). RMQHX was incepted earlier than UBPSX: RMQHX (11 years) vs UBPSX (18 years). UBPSX (2.93) is less costly to investors than RMQHX (1.95). RMQHX is a more actively managed with annual turnover of: 334.00 vs. UBPSX (111.00). RMQHX has a lower initial minimum investment than UBPSX: RMQHX (2500) vs UBPSX (15000). UBPSX annual gain was more profitable for investors over the last year : 12.37 vs. RMQHX (-8.16). RMQHX return over 5 years is better than : 147.89 vs. UBPSX (87.46).
| RMQHX | UBPSX | RMQHX / UBPSX | |
| Total Expense Ratio | 1.43 | 2.78 | 51% |
| Annual Report Gross Expense Ratio | 1.95 | 2.93 | 67% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 1.917 | 35.428 | 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 | 4.81 | 5% |
| Returns for 1 year | -8.16 | 12.37 | -66% |
| Returns for 3 years | 120.20 | 19.47 | 617% |
| Returns for 5 years | 147.89 | 87.46 | 169% |
| Returns for 10 years | 891.24 | -47.04 | -1,895% |
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