Interact to see
Advertisement
Advertisement
RMQHX vs UMPIX
RMQHX vs UMPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RMQHX vs. UMPIX commentary
Jul 17, 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 RMQHX is a Buy and UMPIX is a Hold.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 960M vs. UMPIX (32.5M). UMPIX pays higher dividends than RMQHX: UMPIX (1.02) vs RMQHX (0.22). RMQHX was incepted earlier than UMPIX: RMQHX (11 years) vs UMPIX (25 years). RMQHX (1.95) is less costly to investors than UMPIX (1.60). RMQHX is a more actively managed with annual turnover of: 1036.00 vs. UMPIX (63.00). RMQHX has a lower initial minimum investment than UMPIX: RMQHX (2500) vs UMPIX (15000). RMQHX annual gain was more profitable for investors over the last year : -5.47 vs. UMPIX (-8.18). RMQHX return over 5 years is better than : 128.25 vs. UMPIX (101.72).
| RMQHX | UMPIX | RMQHX / UMPIX | |
| Total Expense Ratio | 1.43 | 1.60 | 89% |
| Annual Report Gross Expense Ratio | 1.95 | 1.60 | 122% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 13.166 | -4.991 | -264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 960M | 32.5M | 2,954% |
| Annual Yield % from dividends | 0.22 | 1.02 | 22% |
| Returns for 1 year | -5.47 | -8.18 | 67% |
| Returns for 3 years | 117.81 | 45.53 | 259% |
| Returns for 5 years | 128.25 | 101.72 | 126% |
| Returns for 10 years | 905.02 | 109.71 | 825% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement