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RMQHX vs UGPIX
RMQHX vs UGPIX Comparison Chart in %
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RMQHX vs. UGPIX 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 UGPIX is a Buy.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 948M vs. UGPIX (29.3M). UGPIX pays higher dividends than RMQHX: UGPIX (1.99) vs RMQHX (0.21). RMQHX was incepted earlier than UGPIX: RMQHX (11 years) vs UGPIX (18 years). RMQHX (1.80) and UGPIX (1.80) have similar cost to investors . RMQHX is a more actively managed with annual turnover of: 1036.00 vs. UGPIX (159.00). RMQHX has a lower initial minimum investment than UGPIX: RMQHX (2500) vs UGPIX (15000). UGPIX annual gain was more profitable for investors over the last year : 74.51 vs. RMQHX (17.42). RMQHX return over 5 years is better than : 105.87 vs. UGPIX (-83.84).
| RMQHX | UGPIX | RMQHX / UGPIX | |
| Total Expense Ratio | 1.27 | 1.80 | 71% |
| Annual Report Gross Expense Ratio | 1.80 | 1.80 | 100% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 20.004 | 50.076 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 29.3M | 3,235% |
| Annual Yield % from dividends | 0.21 | 1.99 | 11% |
| Returns for 1 year | 17.42 | 74.51 | 23% |
| Returns for 3 years | 133.67 | -5.22 | -2,563% |
| Returns for 5 years | 105.87 | -83.84 | -126% |
| Returns for 10 years | 1129.37 | -62.87 | -1,796% |