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RMQAX vs UGPSX
RMQAX vs UGPSX Comparison Chart in %
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RMQAX vs. UGPSX commentary
Jul 19, 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: 961M vs. UGPSX (24.4M). UGPSX pays higher dividends than RMQAX: UGPSX (1.67) vs RMQAX (0.23). 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: 1036.00 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 : 23.52 vs. RMQAX (-0.16). RMQAX return over 5 years is better than : 126.97 vs. UGPSX (-85.25).
| 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 | 13.384 | 26.015 | 51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 961M | 24.4M | 3,939% |
| Annual Yield % from dividends | 0.23 | 1.67 | 14% |
| Returns for 1 year | -0.16 | 23.52 | -1% |
| Returns for 3 years | 120.51 | -31.84 | -378% |
| Returns for 5 years | 126.97 | -85.25 | -149% |
| Returns for 10 years | 872.39 | -81.30 | -1,073% |
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