Interact to see
Advertisement
Advertisement
RMQAX vs UGPIX
RMQAX vs UGPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RMQAX vs. UGPIX commentary
Jul 16, 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 UGPIX is a Buy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 950M vs. UGPIX (21.9M). UGPIX pays higher dividends than RMQAX: UGPIX (2.45) vs RMQAX (0.23). RMQAX was incepted earlier than UGPIX: RMQAX (11 years) vs UGPIX (17 years). RMQAX (1.95) is less costly to investors than UGPIX (1.80). RMQAX is a more actively managed with annual turnover of: 1036.00 vs. UGPIX (159.00). RMQAX has a lower initial minimum investment than UGPIX: RMQAX (2500) vs UGPIX (15000). UGPIX annual gain was more profitable for investors over the last year : 4.76 vs. RMQAX (-6.28). RMQAX return over 5 years is better than : 122.33 vs. UGPIX (-86.15).
| RMQAX | UGPIX | RMQAX / UGPIX | |
| Total Expense Ratio | 1.42 | 1.80 | 79% |
| Annual Report Gross Expense Ratio | 1.95 | 1.80 | 108% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 12.210 | 18.034 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 21.9M | 4,338% |
| Annual Yield % from dividends | 0.23 | 2.45 | 9% |
| Returns for 1 year | -6.28 | 4.76 | -132% |
| Returns for 3 years | 114.55 | -32.02 | -358% |
| Returns for 5 years | 122.33 | -86.15 | -142% |
| Returns for 10 years | 869.10 | -80.95 | -1,074% |