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RMQHX vs UGPSX
RMQHX vs UGPSX Comparison Chart
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RMQHX vs. UGPSX commentary
Jun 15, 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 UGPSX is a Hold.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 861M vs. UGPSX (20.9M). UGPSX pays higher dividends than RMQHX: UGPSX (1.77) vs RMQHX (0.24). RMQHX was incepted earlier than UGPSX: RMQHX (11 years) vs UGPSX (17 years). UGPSX (2.80) is less costly to investors than RMQHX (1.95). RMQHX is a more actively managed with annual turnover of: 334.00 vs. UGPSX (159.00). RMQHX has a lower initial minimum investment than UGPSX: RMQHX (2500) vs UGPSX (15000). UGPSX annual gain was more profitable for investors over the last year : 2.52 vs. RMQHX (-8.16). RMQHX return over 5 years is better than : 147.89 vs. UGPSX (-83.37).
| RMQHX | UGPSX | RMQHX / UGPSX | |
| Total Expense Ratio | 1.43 | 2.80 | 51% |
| Annual Report Gross Expense Ratio | 1.95 | 2.80 | 70% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 1.917 | 17.187 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 861M | 20.9M | 4,120% |
| Annual Yield % from dividends | 0.24 | 1.77 | 14% |
| Returns for 1 year | -8.16 | 2.52 | -324% |
| Returns for 3 years | 120.20 | -38.31 | -314% |
| Returns for 5 years | 147.89 | -83.37 | -177% |
| Returns for 10 years | 891.24 | -85.64 | -1,041% |
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