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RMQCX vs UGPSX
RMQCX vs UGPSX Comparison Chart in %
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RMQCX 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 RMQCX is a Buy and UGPSX is a Hold.
FUNDAMENTALS
Fundamentals
RMQCX has more cash in the bank: 973M vs. UGPSX (24.9M). UGPSX pays higher dividends than RMQCX: UGPSX (1.54) vs RMQCX (0.24). RMQCX was incepted earlier than UGPSX: RMQCX (11 years) vs UGPSX (18 years). UGPSX (2.80) and RMQCX (2.71) have similar cost to investors . RMQCX is a more actively managed with annual turnover of: 1036.00 vs. UGPSX (159.00). RMQCX has a lower initial minimum investment than UGPSX: RMQCX (2500) vs UGPSX (15000). UGPSX annual gain was more profitable for investors over the last year : 37.29 vs. RMQCX (24.33). RMQCX return over 5 years is better than : 100.61 vs. UGPSX (-85.51).
| RMQCX | UGPSX | RMQCX / UGPSX | |
| Total Expense Ratio | 2.17 | 2.80 | 78% |
| Annual Report Gross Expense Ratio | 2.71 | 2.80 | 97% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 16.510 | 27.546 | 60% |
| Front Load | N/A | 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 | 0.24 | 1.54 | 16% |
| Returns for 1 year | 24.33 | 37.29 | 65% |
| Returns for 3 years | 79.14 | -24.32 | -325% |
| Returns for 5 years | 100.61 | -85.51 | -118% |
| Returns for 10 years | 841.94 | -80.15 | -1,050% |
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