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RMQHX vs UGPSX
RMQHX vs UGPSX Comparison Chart
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RMQHX vs. UGPSX commentary
Apr 04, 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 UGPSX is a Hold.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 316M vs. UGPSX (28.8M). UGPSX pays higher dividends than RMQHX: UGPSX (1.39) vs RMQHX (0.28). RMQHX was incepted earlier than UGPSX: RMQHX (10 years) vs UGPSX (17 years). UGPSX (2.80) is less costly to investors than RMQHX (1.95). RMQHX is a more actively managed with annual turnover of: 334.00 vs. UGPSX (159.00). RMQHX has a lower initial minimum investment than UGPSX: RMQHX (2500) vs UGPSX (15000). UGPSX annual gain was more profitable for investors over the last year : 34.32 vs. RMQHX (-12.80). RMQHX return over 5 years is better than : 234.30 vs. UGPSX (-72.04).
| RMQHX | UGPSX | RMQHX / UGPSX | |
| Total Expense Ratio | 1.43 | 2.80 | 51% |
| Annual Report Gross Expense Ratio | 1.95 | 2.80 | 70% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | -15.043 | 42.613 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 28.8M | 1,097% |
| Annual Yield % from dividends | 0.28 | 1.39 | 20% |
| Returns for 1 year | -12.80 | 34.32 | -37% |
| Returns for 3 years | -1.96 | -39.47 | 5% |
| Returns for 5 years | 234.30 | -72.04 | -325% |
| Returns for 10 years | 767.32 | -79.60 | -964% |
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