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RMQAX vs UBPIX
RMQAX vs UBPIX Comparison Chart in %
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RMQAX vs. UBPIX 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 RMQAX is a Buy and UBPIX is a Buy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 948M vs. UBPIX (7.56M). UBPIX pays higher dividends than RMQAX: UBPIX (4.74) vs RMQAX (0.22). RMQAX was incepted earlier than UBPIX: RMQAX (11 years) vs UBPIX (18 years). UBPIX (1.93) is less costly to investors than RMQAX (1.82). RMQAX is a more actively managed with annual turnover of: 1036.00 vs. UBPIX (111.00). RMQAX has a lower initial minimum investment than UBPIX: RMQAX (2500) vs UBPIX (15000). RMQAX (16.74) and UBPIX (16.48) have marching annual gain over last year. UBPIX return over 5 years is better than : 121.94 vs. RMQAX (104.33).
| RMQAX | UBPIX | RMQAX / UBPIX | |
| Total Expense Ratio | 1.26 | 1.78 | 71% |
| Annual Report Gross Expense Ratio | 1.82 | 1.93 | 94% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 20.013 | 49.386 | 41% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 7.56M | 12,541% |
| Annual Yield % from dividends | 0.22 | 4.74 | 5% |
| Returns for 1 year | 16.74 | 16.48 | 102% |
| Returns for 3 years | 132.14 | 39.20 | 337% |
| Returns for 5 years | 104.33 | 121.94 | 86% |
| Returns for 10 years | 1116.02 | 7.17 | 15,567% |