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RMQAX vs UGPSX
RMQAX vs UGPSX Comparison Chart in %
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RMQAX vs. UGPSX commentary
Aug 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 UGPSX is a Hold.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 973M vs. UGPSX (24.9M). UGPSX pays higher dividends than RMQAX: UGPSX (1.54) vs RMQAX (0.22). RMQAX was incepted earlier than UGPSX: RMQAX (11 years) vs UGPSX (18 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 : 37.29 vs. RMQAX (28.01). RMQAX return over 5 years is better than : 114.48 vs. UGPSX (-85.51).
| 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 | 18 years | - |
| Gain YTD | 17.029 | 27.546 | 62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 973M | 24.9M | 3,908% |
| Annual Yield % from dividends | 0.22 | 1.54 | 14% |
| Returns for 1 year | 28.01 | 37.29 | 75% |
| Returns for 3 years | 87.78 | -24.32 | -361% |
| Returns for 5 years | 114.48 | -85.51 | -134% |
| Returns for 10 years | 947.31 | -80.15 | -1,182% |
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