Ad is loading...
RMQCX vs UMPIX
RMQCX vs UMPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RMQCX vs. UMPIX commentary
Apr 12, 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 RMQCX is a Buy and UMPIX is a Hold.
FUNDAMENTALS
Fundamentals
RMQCX has more cash in the bank: 688M vs. UMPIX (25.1M). UMPIX pays higher dividends than RMQCX: UMPIX (1.11) vs RMQCX (0.31). RMQCX was incepted earlier than UMPIX: RMQCX (10 years) vs UMPIX (25 years). RMQCX (2.71) is less costly to investors than UMPIX (1.60). RMQCX is a more actively managed with annual turnover of: 334.00 vs. UMPIX (63.00). RMQCX has a lower initial minimum investment than UMPIX: RMQCX (2500) vs UMPIX (15000). UMPIX annual gain was more profitable for investors over the last year : -24.20 vs. RMQCX (-27.46). RMQCX return over 5 years is better than : 126.69 vs. UMPIX (96.21).
| RMQCX | UMPIX | RMQCX / UMPIX | |
| Total Expense Ratio | 2.17 | 1.60 | 136% |
| Annual Report Gross Expense Ratio | 2.71 | 1.60 | 169% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -25.884 | -28.612 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 25.1M | 2,741% |
| Annual Yield % from dividends | 0.31 | 1.11 | 28% |
| Returns for 1 year | -27.46 | -24.20 | 113% |
| Returns for 3 years | -3.58 | -16.21 | 22% |
| Returns for 5 years | 126.69 | 96.21 | 132% |
| Returns for 10 years | 545.86 | 52.63 | 1,037% |
View a ticker or compare two or three
VS
VS
Ad is loading...