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RMQCX vs UBPIX
RMQCX vs UBPIX Comparison Chart
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RMQCX vs. UBPIX commentary
Apr 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 RMQCX is a Hold and UBPIX is a Buy.
FUNDAMENTALS
Fundamentals
RMQCX has more cash in the bank: 678M vs. UBPIX (6.48M). UBPIX pays higher dividends than RMQCX: UBPIX (5.68) vs RMQCX (0.31). RMQCX was incepted earlier than UBPIX: RMQCX (10 years) vs UBPIX (18 years). RMQCX (2.71) is less costly to investors than UBPIX (1.93). RMQCX is a more actively managed with annual turnover of: 334.00 vs. UBPIX (111.00). RMQCX has a lower initial minimum investment than UBPIX: RMQCX (2500) vs UBPIX (15000). UBPIX annual gain was more profitable for investors over the last year : -17.20 vs. RMQCX (-21.24). UBPIX return over 5 years is better than : 115.91 vs. RMQCX (97.13).
| RMQCX | UBPIX | RMQCX / UBPIX | |
| Total Expense Ratio | 2.17 | 1.78 | 122% |
| Annual Report Gross Expense Ratio | 2.71 | 1.93 | 140% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | -26.756 | 11.754 | -228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 6.48M | 10,460% |
| Annual Yield % from dividends | 0.31 | 5.68 | 6% |
| Returns for 1 year | -21.24 | -17.20 | 123% |
| Returns for 3 years | -4.25 | -26.87 | 16% |
| Returns for 5 years | 97.13 | 115.91 | 84% |
| Returns for 10 years | 533.01 | -53.64 | -994% |
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