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RMQAX vs UMPSX
RMQAX vs UMPSX Comparison Chart in %
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RMQAX vs. UMPSX commentary
Jun 28, 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 UMPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 870M vs. UMPSX (32.1M). RMQAX pays higher dividends than UMPSX: RMQAX (0.25) vs UMPSX (0.16). RMQAX was incepted earlier than UMPSX: RMQAX (11 years) vs UMPSX (25 years). UMPSX (2.60) is less costly to investors than RMQAX (1.95). RMQAX is a more actively managed with annual turnover of: 334.00 vs. UMPSX (63.00). RMQAX has a lower initial minimum investment than UMPSX: RMQAX (2500) vs UMPSX (15000). UMPSX annual gain was more profitable for investors over the last year : -0.94 vs. RMQAX (-5.24). RMQAX return over 5 years is better than : 149.82 vs. UMPSX (106.44).
| RMQAX | UMPSX | RMQAX / UMPSX | |
| Total Expense Ratio | 1.42 | 2.60 | 55% |
| Annual Report Gross Expense Ratio | 1.95 | 2.60 | 75% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 7.408 | -9.530 | -78% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 870M | 32.1M | 2,710% |
| Annual Yield % from dividends | 0.25 | 0.16 | 152% |
| Returns for 1 year | -5.24 | -0.94 | 558% |
| Returns for 3 years | 102.47 | 30.49 | 336% |
| Returns for 5 years | 149.82 | 106.44 | 141% |
| Returns for 10 years | 947.04 | 78.02 | 1,214% |
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