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RMQCX vs UBPSX
RMQCX vs UBPSX Comparison Chart
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RMQCX vs. UBPSX commentary
Jun 07, 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 Buy and UBPSX is a Hold.
FUNDAMENTALS
Fundamentals
RMQCX has more cash in the bank: 848M vs. UBPSX (7.1M). UBPSX pays higher dividends than RMQCX: UBPSX (4.81) vs RMQCX (0.27). RMQCX was incepted earlier than UBPSX: RMQCX (11 years) vs UBPSX (18 years). UBPSX (2.93) is less costly to investors than RMQCX (2.71). RMQCX is a more actively managed with annual turnover of: 334.00 vs. UBPSX (111.00). RMQCX has a lower initial minimum investment than UBPSX: RMQCX (2500) vs UBPSX (15000). UBPSX annual gain was more profitable for investors over the last year : -3.12 vs. RMQCX (-7.02). RMQCX return over 5 years is better than : 121.32 vs. UBPSX (54.54).
| RMQCX | UBPSX | RMQCX / UBPSX | |
| Total Expense Ratio | 2.17 | 2.78 | 78% |
| Annual Report Gross Expense Ratio | 2.71 | 2.93 | 92% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 0.901 | 28.233 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 848M | 7.1M | 11,952% |
| Annual Yield % from dividends | 0.27 | 4.81 | 6% |
| Returns for 1 year | -7.02 | -3.12 | 225% |
| Returns for 3 years | 61.79 | -11.45 | -540% |
| Returns for 5 years | 121.32 | 54.54 | 222% |
| Returns for 10 years | 767.97 | -48.40 | -1,587% |
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