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RMQHX vs UBPIX
RMQHX vs UBPIX Comparison Chart
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RMQHX 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 RMQHX is a Hold and UBPIX is a Buy.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 678M vs. UBPIX (6.48M). UBPIX pays higher dividends than RMQHX: UBPIX (5.68) vs RMQHX (0.28). RMQHX was incepted earlier than UBPIX: RMQHX (10 years) vs UBPIX (18 years). RMQHX (1.95) and UBPIX (1.93) have similar cost to investors . RMQHX is a more actively managed with annual turnover of: 334.00 vs. UBPIX (111.00). RMQHX has a lower initial minimum investment than UBPIX: RMQHX (2500) vs UBPIX (15000). UBPIX annual gain was more profitable for investors over the last year : -17.20 vs. RMQHX (-18.42). UBPIX (115.91) and RMQHX (112.37) have equivalent 5 years return.
| RMQHX | UBPIX | RMQHX / UBPIX | |
| Total Expense Ratio | 1.43 | 1.78 | 80% |
| Annual Report Gross Expense Ratio | 1.95 | 1.93 | 101% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | -26.590 | 11.754 | -226% |
| 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 | 0.28 | 5.68 | 5% |
| Returns for 1 year | -18.42 | -17.20 | 107% |
| Returns for 3 years | 1.05 | -26.87 | -4% |
| Returns for 5 years | 112.37 | 115.91 | 97% |
| Returns for 10 years | 627.60 | -53.64 | -1,170% |
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