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RMQAX vs UGPIX
RMQAX vs UGPIX Comparison Chart in %
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RMQAX vs. UGPIX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 977M vs. UGPIX (38.1M). UGPIX pays higher dividends than RMQAX: UGPIX (1.53) vs RMQAX (0.20). RMQAX was incepted earlier than UGPIX: RMQAX (11 years) vs UGPIX (18 years). RMQAX (1.82) and UGPIX (1.80) have similar cost to investors . 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). RMQAX annual gain was more profitable for investors over the last year : 18.73 vs. UGPIX (8.61). RMQAX return over 5 years is better than : 129.87 vs. UGPIX (-79.36).
| RMQAX | UGPIX | RMQAX / UGPIX | |
| Total Expense Ratio | 1.26 | 1.80 | 70% |
| Annual Report Gross Expense Ratio | 1.82 | 1.80 | 101% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 32.972 | 97.402 | 34% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 977M | 38.1M | 2,564% |
| Annual Yield % from dividends | 0.20 | 1.53 | 13% |
| Returns for 1 year | 18.73 | 8.61 | 217% |
| Returns for 3 years | 209.81 | 57.51 | 365% |
| Returns for 5 years | 129.87 | -79.36 | -164% |
| Returns for 10 years | 1210.91 | -57.10 | -2,121% |
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