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RMQHX vs UBPSX
RMQHX vs UBPSX Comparison Chart
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RMQHX 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 RMQHX is a Buy and UBPSX is a Hold.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 848M vs. UBPSX (7.1M). UBPSX pays higher dividends than RMQHX: UBPSX (4.81) vs RMQHX (0.24). 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: 334.00 vs. UBPSX (111.00). RMQHX has a lower initial minimum investment than UBPSX: RMQHX (2500) vs UBPSX (15000). UBPSX annual gain was more profitable for investors over the last year : -3.12 vs. RMQHX (-3.70). RMQHX return over 5 years is better than : 138.42 vs. UBPSX (54.54).
| 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 | 1.220 | 28.233 | 4% |
| 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 | 0.24 | 4.81 | 5% |
| Returns for 1 year | -3.70 | -3.12 | 119% |
| Returns for 3 years | 70.72 | -11.45 | -618% |
| Returns for 5 years | 138.42 | 54.54 | 254% |
| Returns for 10 years | 897.64 | -48.40 | -1,855% |
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