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RMQAX vs UMPSX
RMQAX vs UMPSX Comparison Chart
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RMQAX vs. UMPSX commentary
Apr 11, 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: 570M vs. UMPSX (23.4M). RMQAX pays higher dividends than UMPSX: RMQAX (0.29) vs UMPSX (0.17). RMQAX was incepted earlier than UMPSX: RMQAX (10 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 (-33.88) and RMQAX (-35.07) have marching annual gain over last year. RMQAX return over 5 years is better than : 107.62 vs. UMPSX (69.18).
| RMQAX | UMPSX | RMQAX / UMPSX | |
| Total Expense Ratio | 1.42 | 2.60 | 55% |
| Annual Report Gross Expense Ratio | 1.95 | 2.60 | 75% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -36.377 | -34.666 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 23.4M | 2,436% |
| Annual Yield % from dividends | 0.29 | 0.17 | 172% |
| Returns for 1 year | -35.07 | -33.88 | 104% |
| Returns for 3 years | -18.23 | -26.27 | 69% |
| Returns for 5 years | 107.62 | 69.18 | 156% |
| Returns for 10 years | 508.57 | 22.44 | 2,266% |
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