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RMQHX vs UBPSX
RMQHX vs UBPSX Comparison Chart in %
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RMQHX vs. UBPSX commentary
Aug 17, 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 Buy and UBPSX is a Hold.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 803M vs. UBPSX (7.81M). UBPSX pays higher dividends than RMQHX: UBPSX (4.69) vs RMQHX (0.21). RMQHX was incepted earlier than UBPSX: RMQHX (11 years) vs UBPSX (18 years). UBPSX (2.93) is less costly to investors than RMQHX (1.95). RMQHX is a more actively managed with annual turnover of: 1036.00 vs. UBPSX (111.00). RMQHX has a lower initial minimum investment than UBPSX: RMQHX (2500) vs UBPSX (15000). RMQHX annual gain was more profitable for investors over the last year : 11.08 vs. UBPSX (5.35). RMQHX return over 5 years is better than : 122.21 vs. UBPSX (99.18).
| RMQHX | UBPSX | RMQHX / UBPSX | |
| Total Expense Ratio | 1.43 | 2.78 | 51% |
| Annual Report Gross Expense Ratio | 1.95 | 2.93 | 67% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 20.866 | 40.164 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 7.81M | 10,286% |
| Annual Yield % from dividends | 0.21 | 4.69 | 5% |
| Returns for 1 year | 11.08 | 5.35 | 207% |
| Returns for 3 years | 82.31 | 12.11 | 680% |
| Returns for 5 years | 122.21 | 99.18 | 123% |
| Returns for 10 years | 1026.39 | -21.53 | -4,766% |