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RMQAX vs UBPIX
RMQAX vs UBPIX Comparison Chart
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RMQAX vs. UBPIX commentary
Jun 14, 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: 692M vs. UBPIX (7.1M). UBPIX pays higher dividends than RMQAX: UBPIX (5.48) vs RMQAX (0.25). 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 : 14.62 vs. RMQAX (-6.34). RMQAX return over 5 years is better than : 152.37 vs. UBPIX (98.67).
| 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 | 4.545 | 36.754 | 12% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 692M | 7.1M | 9,753% |
| Annual Yield % from dividends | 0.25 | 5.48 | 5% |
| Returns for 1 year | -6.34 | 14.62 | -43% |
| Returns for 3 years | 124.39 | 23.91 | 520% |
| Returns for 5 years | 152.37 | 98.67 | 154% |
| Returns for 10 years | 883.70 | -41.08 | -2,151% |
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