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RMQAX vs UMPIX
RMQAX vs UMPIX Comparison Chart in %
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RMQAX vs. UMPIX commentary
Jul 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 RMQAX is a Buy and UMPIX is a Hold.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 960M vs. UMPIX (32.5M). UMPIX pays higher dividends than RMQAX: UMPIX (1.02) vs RMQAX (0.23). RMQAX was incepted earlier than UMPIX: RMQAX (11 years) vs UMPIX (25 years). RMQAX (1.95) is less costly to investors than UMPIX (1.60). RMQAX is a more actively managed with annual turnover of: 1036.00 vs. UMPIX (63.00). RMQAX has a lower initial minimum investment than UMPIX: RMQAX (2500) vs UMPIX (15000). RMQAX annual gain was more profitable for investors over the last year : -6.02 vs. UMPIX (-8.18). RMQAX return over 5 years is better than : 126.53 vs. UMPIX (101.72).
| RMQAX | UMPIX | RMQAX / UMPIX | |
| Total Expense Ratio | 1.42 | 1.60 | 89% |
| Annual Report Gross Expense Ratio | 1.95 | 1.60 | 122% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 13.169 | -4.991 | -264% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 960M | 32.5M | 2,954% |
| Annual Yield % from dividends | 0.23 | 1.02 | 22% |
| Returns for 1 year | -6.02 | -8.18 | 74% |
| Returns for 3 years | 116.38 | 45.53 | 256% |
| Returns for 5 years | 126.53 | 101.72 | 124% |
| Returns for 10 years | 877.39 | 109.71 | 800% |
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