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RMQAX vs UGPSX
RMQAX vs UGPSX Comparison Chart
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RMQAX vs. UGPSX commentary
Jun 06, 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 UGPSX is a Buy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 858M vs. UGPSX (20.9M). UGPSX pays higher dividends than RMQAX: UGPSX (1.77) vs RMQAX (0.25). RMQAX was incepted earlier than UGPSX: RMQAX (11 years) vs UGPSX (17 years). UGPSX (2.80) is less costly to investors than RMQAX (1.95). RMQAX is a more actively managed with annual turnover of: 334.00 vs. UGPSX (159.00). RMQAX has a lower initial minimum investment than UGPSX: RMQAX (2500) vs UGPSX (15000). UGPSX annual gain was more profitable for investors over the last year : 1.80 vs. RMQAX (-2.87). RMQAX return over 5 years is better than : 140.40 vs. UGPSX (-83.62).
| RMQAX | UGPSX | RMQAX / UGPSX | |
| Total Expense Ratio | 1.42 | 2.80 | 51% |
| Annual Report Gross Expense Ratio | 1.95 | 2.80 | 70% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 2.835 | 19.541 | 15% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 20.9M | 4,105% |
| Annual Yield % from dividends | 0.25 | 1.77 | 14% |
| Returns for 1 year | -2.87 | 1.80 | -159% |
| Returns for 3 years | 75.35 | -37.44 | -201% |
| Returns for 5 years | 140.40 | -83.62 | -168% |
| Returns for 10 years | 878.54 | -85.62 | -1,026% |
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