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RMQAX vs UBPIX
RMQAX vs UBPIX Comparison Chart
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RMQAX vs. UBPIX commentary
Apr 19, 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 Hold and UBPIX is a Buy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 678M vs. UBPIX (6.48M). UBPIX pays higher dividends than RMQAX: UBPIX (5.68) vs RMQAX (0.29). RMQAX was incepted earlier than UBPIX: RMQAX (10 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 : -17.20 vs. RMQAX (-18.89). UBPIX (115.91) and RMQAX (110.78) have equivalent 5 years return.
| RMQAX | UBPIX | RMQAX / UBPIX | |
| Total Expense Ratio | 1.42 | 1.78 | 80% |
| Annual Report Gross Expense Ratio | 1.95 | 1.93 | 101% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | -26.590 | 11.754 | -226% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 6.48M | 10,460% |
| Annual Yield % from dividends | 0.29 | 5.68 | 5% |
| Returns for 1 year | -18.89 | -17.20 | 110% |
| Returns for 3 years | 0.45 | -26.87 | -2% |
| Returns for 5 years | 110.78 | 115.91 | 96% |
| Returns for 10 years | 603.88 | -53.64 | -1,126% |
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