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RMQAX vs UMPIX
RMQAX vs UMPIX Comparison
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RMQAX vs UMPIX Comparison Chart in %
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RMQAX vs. UMPIX commentary
Sep 12, 2026
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 StrongBuy and UMPIX is a Buy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 844M vs. UMPIX (37.9M). UMPIX pays higher dividends than RMQAX: UMPIX (0.15) vs RMQAX (0.00). RMQAX was incepted earlier than UMPIX: RMQAX (12 years) vs UMPIX (27 years). RMQAX (1.84) is less costly to investors than UMPIX (1.56). RMQAX is a more actively managed with annual turnover of: 695.00 vs. UMPIX (70.00). RMQAX has a lower initial minimum investment than UMPIX: RMQAX (2500) vs UMPIX (15000). UMPIX annual gain was more profitable for investors over the last year : 16.13 vs. RMQAX (-1.53). RMQAX (27.57) and UMPIX (26.80) have equivalent 5 years return.
| RMQAX | UMPIX | RMQAX / UMPIX | |
| Total Expense Ratio | 1.33 | 1.56 | 85% |
| Annual Report Gross Expense Ratio | 1.84 | 1.56 | 118% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 23.963 | 18.997 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 37.9M | 2,227% |
| Annual Yield % from dividends | 0.00 | 0.15 | 2% |
| Returns for 1 year | -1.53 | 16.13 | -9% |
| Returns for 3 years | 60.55 | 64.03 | 95% |
| Returns for 5 years | 27.57 | 26.80 | 103% |
| Returns for 10 years | 938.18 | 175.54 | 534% |
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