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RMQHX vs UMPIX
RMQHX vs UMPIX Comparison Chart
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RMQHX 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 RMQHX is a Buy and UMPIX is a Hold.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 688M vs. UMPIX (25.1M). UMPIX pays higher dividends than RMQHX: UMPIX (1.11) vs RMQHX (0.28). RMQHX was incepted earlier than UMPIX: RMQHX (10 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: 334.00 vs. UMPIX (63.00). RMQHX has a lower initial minimum investment than UMPIX: RMQHX (2500) vs UMPIX (15000). UMPIX (-24.20) and RMQHX (-24.87) have marching annual gain over last year. RMQHX return over 5 years is better than : 144.20 vs. UMPIX (96.21).
| RMQHX | UMPIX | RMQHX / UMPIX | |
| Total Expense Ratio | 1.43 | 1.60 | 89% |
| Annual Report Gross Expense Ratio | 1.95 | 1.60 | 122% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -25.734 | -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 | 0.28 | 1.11 | 25% |
| Returns for 1 year | -24.87 | -24.20 | 103% |
| Returns for 3 years | 1.74 | -16.21 | -11% |
| Returns for 5 years | 144.20 | 96.21 | 150% |
| Returns for 10 years | 642.32 | 52.63 | 1,220% |
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