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RMQAX vs UGPIX
RMQAX vs UGPIX Comparison Chart in %
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RMQAX vs. UGPIX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 948M vs. UGPIX (29.3M). UGPIX pays higher dividends than RMQAX: UGPIX (1.99) vs RMQAX (0.22). 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). UGPIX annual gain was more profitable for investors over the last year : 74.51 vs. RMQAX (16.74). RMQAX return over 5 years is better than : 104.33 vs. UGPIX (-83.84).
| 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 | 20.013 | 50.076 | 40% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 29.3M | 3,235% |
| Annual Yield % from dividends | 0.22 | 1.99 | 11% |
| Returns for 1 year | 16.74 | 74.51 | 22% |
| Returns for 3 years | 132.14 | -5.22 | -2,533% |
| Returns for 5 years | 104.33 | -83.84 | -124% |
| Returns for 10 years | 1116.02 | -62.87 | -1,775% |
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