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RMQAX vs UBPSX
RMQAX vs UBPSX Comparison Chart in %
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RMQAX vs. UBPSX commentary
Jul 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 892M vs. UBPSX (7.68M). UBPSX pays higher dividends than RMQAX: UBPSX (4.42) vs RMQAX (0.23). 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 : 17.35 vs. RMQAX (-5.88). RMQAX return over 5 years is better than : 131.50 vs. UBPSX (105.08).
| 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 | 9.433 | 38.707 | 24% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 7.68M | 11,613% |
| Annual Yield % from dividends | 0.23 | 4.42 | 5% |
| Returns for 1 year | -5.88 | 17.35 | -34% |
| Returns for 3 years | 123.37 | 37.22 | 332% |
| Returns for 5 years | 131.50 | 105.08 | 125% |
| Returns for 10 years | 940.93 | -43.03 | -2,187% |
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