Interact to see
Advertisement
Advertisement
RMQAX vs UMPSX
RMQAX vs UMPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RMQAX vs. UMPSX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RMQAX has more cash in the bank: 848M vs. UMPSX (31M). 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). RMQAX annual gain was more profitable for investors over the last year : -4.26 vs. UMPSX (-5.12). RMQAX return over 5 years is better than : 136.63 vs. UMPSX (62.37).
| 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 | 1.221 | -11.219 | -11% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 848M | 31M | 2,735% |
| Annual Yield % from dividends | 0.25 | 0.16 | 152% |
| Returns for 1 year | -4.26 | -5.12 | 83% |
| Returns for 3 years | 69.60 | 5.62 | 1,239% |
| Returns for 5 years | 136.63 | 62.37 | 219% |
| Returns for 10 years | 865.14 | 71.63 | 1,208% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers