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RMQHX vs UGPSX
RMQHX vs UGPSX Comparison Chart in %
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RMQHX vs. UGPSX commentary
Jul 07, 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: 954M vs. UGPSX (21.8M). UGPSX pays higher dividends than RMQHX: UGPSX (1.67) vs RMQHX (0.22). 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 : 7.96 vs. RMQHX (-3.70). RMQHX return over 5 years is better than : 141.24 vs. UGPSX (-85.66).
| 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 | 13.179 | 16.186 | 81% |
| 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 | 1.67 | 13% |
| Returns for 1 year | -3.70 | 7.96 | -46% |
| Returns for 3 years | 132.55 | -46.60 | -284% |
| Returns for 5 years | 141.24 | -85.66 | -165% |
| Returns for 10 years | 1013.44 | -82.60 | -1,227% |
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