Ad is loading...
RMQAX vs UBPSX
RMQAX vs UBPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RMQAX vs. UBPSX commentary
Apr 05, 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 UBPSX is a Buy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 316M vs. UBPSX (8.94M). UBPSX pays higher dividends than RMQAX: UBPSX (4.98) vs RMQAX (0.29). RMQAX was incepted earlier than UBPSX: RMQAX (10 years) vs UBPSX (17 years). UBPSX (2.93) is less costly to investors than RMQAX (1.95). RMQAX is a more actively managed with annual turnover of: 334.00 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 : -13.30 vs. UBPSX (-18.25). RMQAX return over 5 years is better than : 231.78 vs. UBPSX (177.24).
| RMQAX | UBPSX | RMQAX / UBPSX | |
| Total Expense Ratio | 1.42 | 2.78 | 51% |
| Annual Report Gross Expense Ratio | 1.95 | 2.93 | 67% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | -15.041 | 24.408 | -62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 8.94M | 3,534% |
| Annual Yield % from dividends | 0.29 | 4.98 | 6% |
| Returns for 1 year | -13.30 | -18.25 | 73% |
| Returns for 3 years | -2.54 | -26.90 | 9% |
| Returns for 5 years | 231.78 | 177.24 | 131% |
| Returns for 10 years | 739.02 | -52.29 | -1,413% |
View a ticker or compare two or three
VS
VS
Ad is loading...