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RMQHX vs UGPSX
RMQHX vs UGPSX Comparison Chart in %
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RMQHX 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 RMQHX is a Buy and UGPSX is a Hold.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 973M vs. UGPSX (24.9M). UGPSX pays higher dividends than RMQHX: UGPSX (1.54) vs RMQHX (0.21). RMQHX was incepted earlier than UGPSX: RMQHX (11 years) vs UGPSX (18 years). UGPSX (2.80) is less costly to investors than RMQHX (1.95). RMQHX is a more actively managed with annual turnover of: 1036.00 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 : 37.29 vs. RMQHX (28.77). RMQHX return over 5 years is better than : 116.10 vs. UGPSX (-85.51).
| RMQHX | UGPSX | RMQHX / UGPSX | |
| Total Expense Ratio | 1.43 | 2.80 | 51% |
| Annual Report Gross Expense Ratio | 1.95 | 2.80 | 70% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 17.022 | 27.546 | 62% |
| 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 | 0.21 | 1.54 | 14% |
| Returns for 1 year | 28.77 | 37.29 | 77% |
| Returns for 3 years | 89.02 | -24.32 | -366% |
| Returns for 5 years | 116.10 | -85.51 | -136% |
| Returns for 10 years | 976.95 | -80.15 | -1,219% |
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