Interact to see
Advertisement
Advertisement
RMQAX vs UGPSX
RMQAX vs UGPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RMQAX vs. UGPSX commentary
Aug 29, 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: 971M vs. UGPSX (29.2M). 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 (1.82). 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 : 71.12 vs. RMQAX (10.72). RMQAX return over 5 years is better than : 89.90 vs. UGPSX (-86.69).
| RMQAX | UGPSX | RMQAX / UGPSX | |
| Total Expense Ratio | 1.26 | 2.80 | 45% |
| Annual Report Gross Expense Ratio | 1.82 | 2.80 | 65% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 19.233 | 37.552 | 51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 29.2M | 3,325% |
| Annual Yield % from dividends | 0.22 | 1.54 | 14% |
| Returns for 1 year | 10.72 | 71.12 | 15% |
| Returns for 3 years | 112.99 | -26.27 | -430% |
| Returns for 5 years | 89.90 | -86.69 | -104% |
| Returns for 10 years | 1129.44 | -70.54 | -1,601% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement