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RMQAX vs UMPIX
RMQAX vs UMPIX Comparison Chart
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RMQAX vs. UMPIX commentary
Apr 14, 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: 693M vs. UMPIX (25.8M). UMPIX pays higher dividends than RMQAX: UMPIX (1.11) vs RMQAX (0.29). RMQAX was incepted earlier than UMPIX: RMQAX (10 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: 334.00 vs. UMPIX (63.00). RMQAX has a lower initial minimum investment than UMPIX: RMQAX (2500) vs UMPIX (15000). UMPIX (-22.07) and RMQAX (-22.38) have marching annual gain over last year. RMQAX return over 5 years is better than : 151.85 vs. UMPIX (101.73).
| RMQAX | UMPIX | RMQAX / UMPIX | |
| Total Expense Ratio | 1.42 | 1.60 | 89% |
| Annual Report Gross Expense Ratio | 1.95 | 1.60 | 122% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -22.823 | -26.604 | 86% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 693M | 25.8M | 2,686% |
| Annual Yield % from dividends | 0.29 | 1.11 | 26% |
| Returns for 1 year | -22.38 | -22.07 | 101% |
| Returns for 3 years | 5.10 | -13.85 | -37% |
| Returns for 5 years | 151.85 | 101.73 | 149% |
| Returns for 10 years | 646.26 | 56.93 | 1,135% |
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