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RMQAX vs UGPSX
RMQAX vs UGPSX Comparison Chart
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RMQAX vs. UGPSX commentary
Apr 04, 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 Hold and UGPSX is a Hold.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 316M vs. UGPSX (28.8M). UGPSX pays higher dividends than RMQAX: UGPSX (1.39) vs RMQAX (0.29). RMQAX was incepted earlier than UGPSX: RMQAX (10 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 : 34.32 vs. RMQAX (-13.30). RMQAX return over 5 years is better than : 231.78 vs. UGPSX (-72.04).
| RMQAX | UGPSX | RMQAX / UGPSX | |
| Total Expense Ratio | 1.42 | 2.80 | 51% |
| Annual Report Gross Expense Ratio | 1.95 | 2.80 | 70% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | -15.041 | 42.613 | -35% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 28.8M | 1,097% |
| Annual Yield % from dividends | 0.29 | 1.39 | 21% |
| Returns for 1 year | -13.30 | 34.32 | -39% |
| Returns for 3 years | -2.54 | -39.47 | 6% |
| Returns for 5 years | 231.78 | -72.04 | -322% |
| Returns for 10 years | 739.02 | -79.60 | -928% |
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