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RMQAX vs UMPSX
RMQAX vs UMPSX Comparison Chart in %
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RMQAX vs. UMPSX commentary
Jul 19, 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: 961M vs. UMPSX (32.8M). RMQAX pays higher dividends than UMPSX: RMQAX (0.23) vs UMPSX (0.15). 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: 1036.00 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 : -0.16 vs. UMPSX (-5.60). RMQAX return over 5 years is better than : 126.97 vs. UMPSX (91.23).
| 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 | 13.384 | -4.658 | -287% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 961M | 32.8M | 2,930% |
| Annual Yield % from dividends | 0.23 | 0.15 | 148% |
| Returns for 1 year | -0.16 | -5.60 | 3% |
| Returns for 3 years | 120.51 | 43.09 | 280% |
| Returns for 5 years | 126.97 | 91.23 | 139% |
| Returns for 10 years | 872.39 | 86.00 | 1,014% |
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