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RMQAX vs UBPSX
RMQAX vs UBPSX Comparison Chart
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RMQAX vs. UBPSX commentary
Jun 07, 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: 848M vs. UBPSX (7.1M). UBPSX pays higher dividends than RMQAX: UBPSX (4.81) vs RMQAX (0.25). 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: 334.00 vs. UBPSX (111.00). RMQAX has a lower initial minimum investment than UBPSX: RMQAX (2500) vs UBPSX (15000). UBPSX annual gain was more profitable for investors over the last year : -3.12 vs. RMQAX (-4.26). RMQAX return over 5 years is better than : 136.63 vs. UBPSX (54.54).
| 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 | 1.221 | 28.233 | 4% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 848M | 7.1M | 11,952% |
| Annual Yield % from dividends | 0.25 | 4.81 | 5% |
| Returns for 1 year | -4.26 | -3.12 | 137% |
| Returns for 3 years | 69.60 | -11.45 | -608% |
| Returns for 5 years | 136.63 | 54.54 | 250% |
| Returns for 10 years | 865.14 | -48.40 | -1,788% |
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