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RMQAX vs UBPIX
RMQAX vs UBPIX Comparison Chart in %
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RMQAX vs. UBPIX commentary
Jul 29, 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: 1.03B vs. UBPIX (7.83M). 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: 1036.00 vs. UBPIX (111.00). RMQAX has a lower initial minimum investment than UBPIX: RMQAX (2500) vs UBPIX (15000). RMQAX (14.11) and UBPIX (13.95) have marching annual gain over last year. RMQAX return over 5 years is better than : 140.86 vs. UBPIX (89.67).
| 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 | 16.798 | 33.333 | 50% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 7.83M | 13,148% |
| Annual Yield % from dividends | 0.23 | 5.02 | 5% |
| Returns for 1 year | 14.11 | 13.95 | 101% |
| Returns for 3 years | 119.76 | 41.35 | 290% |
| Returns for 5 years | 140.86 | 89.67 | 157% |
| Returns for 10 years | 952.21 | -25.53 | -3,730% |
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