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RMQHX vs UBPSX
RMQHX vs UBPSX Comparison Chart in %
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RMQHX vs. UBPSX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 948M vs. UBPSX (7.56M). UBPSX pays higher dividends than RMQHX: UBPSX (4.17) vs RMQHX (0.21). RMQHX was incepted earlier than UBPSX: RMQHX (11 years) vs UBPSX (18 years). UBPSX (2.93) is less costly to investors than RMQHX (1.80). RMQHX is a more actively managed with annual turnover of: 1036.00 vs. UBPSX (111.00). RMQHX has a lower initial minimum investment than UBPSX: RMQHX (2500) vs UBPSX (15000). RMQHX annual gain was more profitable for investors over the last year : 17.42 vs. UBPSX (14.62). UBPSX (110.27) and RMQHX (105.87) have equivalent 5 years return.
| RMQHX | UBPSX | RMQHX / UBPSX | |
| Total Expense Ratio | 1.27 | 2.78 | 46% |
| Annual Report Gross Expense Ratio | 1.80 | 2.93 | 61% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 20.004 | 48.270 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 7.56M | 12,541% |
| Annual Yield % from dividends | 0.21 | 4.17 | 5% |
| Returns for 1 year | 17.42 | 14.62 | 119% |
| Returns for 3 years | 133.67 | 34.83 | 384% |
| Returns for 5 years | 105.87 | 110.27 | 96% |
| Returns for 10 years | 1129.37 | -3.36 | -33,647% |
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