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RMQAX vs UBPSX
RMQAX vs UBPSX Comparison Chart in %
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RMQAX vs. UBPSX commentary
Aug 17, 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 UBPSX is a Hold.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 803M vs. UBPSX (7.81M). UBPSX pays higher dividends than RMQAX: UBPSX (4.69) vs RMQAX (0.22). RMQAX was incepted earlier than UBPSX: RMQAX (11 years) vs UBPSX (18 years). UBPSX (2.93) is less costly to investors than RMQAX (1.95). RMQAX is a more actively managed with annual turnover of: 1036.00 vs. UBPSX (111.00). RMQAX has a lower initial minimum investment than UBPSX: RMQAX (2500) vs UBPSX (15000). RMQAX annual gain was more profitable for investors over the last year : 10.43 vs. UBPSX (5.35). RMQAX return over 5 years is better than : 120.55 vs. UBPSX (99.18).
| RMQAX | UBPSX | RMQAX / UBPSX | |
| Total Expense Ratio | 1.42 | 2.78 | 51% |
| Annual Report Gross Expense Ratio | 1.95 | 2.93 | 67% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 20.872 | 40.164 | 52% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 7.81M | 10,286% |
| Annual Yield % from dividends | 0.22 | 4.69 | 5% |
| Returns for 1 year | 10.43 | 5.35 | 195% |
| Returns for 3 years | 81.12 | 12.11 | 670% |
| Returns for 5 years | 120.55 | 99.18 | 122% |
| Returns for 10 years | 995.44 | -21.53 | -4,623% |
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