Interact to see
Advertisement
Advertisement
RMQHX vs UGPIX
RMQHX vs UGPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RMQHX vs. UGPIX commentary
Jul 06, 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 Hold.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 954M vs. UGPIX (21.8M). UGPIX pays higher dividends than RMQHX: UGPIX (2.45) vs RMQHX (0.22). RMQHX was incepted earlier than UGPIX: RMQHX (11 years) vs UGPIX (17 years). RMQHX (1.95) is less costly to investors than UGPIX (1.80). RMQHX is a more actively managed with annual turnover of: 334.00 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 : 9.04 vs. RMQHX (-3.70). RMQHX return over 5 years is better than : 141.24 vs. UGPIX (-84.90).
| RMQHX | UGPIX | RMQHX / UGPIX | |
| Total Expense Ratio | 1.43 | 1.80 | 79% |
| Annual Report Gross Expense Ratio | 1.95 | 1.80 | 108% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 13.179 | 16.760 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 21.8M | 4,376% |
| Annual Yield % from dividends | 0.22 | 2.45 | 9% |
| Returns for 1 year | -3.70 | 9.04 | -41% |
| Returns for 3 years | 132.55 | -45.03 | -294% |
| Returns for 5 years | 141.24 | -84.90 | -166% |
| Returns for 10 years | 1013.44 | -80.77 | -1,255% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement