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RMQAX vs UBPIX
RMQAX vs UBPIX Comparison Chart in %
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RMQAX vs. UBPIX commentary
Jul 05, 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 RMQAX is a Buy and UBPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 755M vs. UBPIX (7.68M). UBPIX pays higher dividends than RMQAX: UBPIX (5.02) vs RMQAX (0.23). RMQAX was incepted earlier than UBPIX: RMQAX (11 years) vs UBPIX (18 years). RMQAX (1.95) and UBPIX (1.93) have similar cost to investors . RMQAX is a more actively managed with annual turnover of: 334.00 vs. UBPIX (111.00). RMQAX has a lower initial minimum investment than UBPIX: RMQAX (2500) vs UBPIX (15000). UBPIX annual gain was more profitable for investors over the last year : 17.98 vs. RMQAX (-6.10). RMQAX return over 5 years is better than : 134.84 vs. UBPIX (122.98).
| RMQAX | UBPIX | RMQAX / UBPIX | |
| Total Expense Ratio | 1.42 | 1.78 | 80% |
| Annual Report Gross Expense Ratio | 1.95 | 1.93 | 101% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 11.012 | 43.860 | 25% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 7.68M | 9,829% |
| Annual Yield % from dividends | 0.23 | 5.02 | 5% |
| Returns for 1 year | -6.10 | 17.98 | -34% |
| Returns for 3 years | 126.60 | 46.14 | 274% |
| Returns for 5 years | 134.84 | 122.98 | 110% |
| Returns for 10 years | 962.23 | -31.20 | -3,084% |
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