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RMQAX vs UUPIX
RMQAX vs UUPIX Comparison Chart in %
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RMQAX vs. UUPIX commentary
Aug 30, 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 UUPIX is a Buy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 971M vs. UUPIX (7.96M). UUPIX pays higher dividends than RMQAX: UUPIX (1.22) vs RMQAX (0.22). RMQAX was incepted earlier than UUPIX: RMQAX (11 years) vs UUPIX (19 years). UUPIX (2.13) is less costly to investors than RMQAX (1.82). RMQAX is a more actively managed with annual turnover of: 1036.00 vs. UUPIX (163.00). RMQAX has a lower initial minimum investment than UUPIX: RMQAX (2500) vs UUPIX (15000). UUPIX annual gain was more profitable for investors over the last year : 41.11 vs. RMQAX (12.32). RMQAX return over 5 years is better than : 92.10 vs. UUPIX (-0.27).
| RMQAX | UUPIX | RMQAX / UUPIX | |
| Total Expense Ratio | 1.26 | 1.78 | 71% |
| Annual Report Gross Expense Ratio | 1.82 | 2.13 | 85% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 20.612 | 39.645 | 52% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 7.96M | 12,203% |
| Annual Yield % from dividends | 0.22 | 1.22 | 18% |
| Returns for 1 year | 12.32 | 41.11 | 30% |
| Returns for 3 years | 120.67 | 66.70 | 181% |
| Returns for 5 years | 92.10 | -0.27 | -34,179% |
| Returns for 10 years | 1226.66 | 126.98 | 966% |
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