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RMQHX vs UMPIX
RMQHX vs UMPIX Comparison Chart
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RMQHX vs. UMPIX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RMQHX has more cash in the bank: 858M vs. UMPIX (31.4M). UMPIX pays higher dividends than RMQHX: UMPIX (1.08) vs RMQHX (0.24). 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: 334.00 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 : -2.30 vs. UMPIX (-4.39). RMQHX return over 5 years is better than : 142.22 vs. UMPIX (73.37).
| 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 | 2.835 | -10.567 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 858M | 31.4M | 2,732% |
| Annual Yield % from dividends | 0.24 | 1.08 | 22% |
| Returns for 1 year | -2.30 | -4.39 | 52% |
| Returns for 3 years | 76.51 | 11.96 | 640% |
| Returns for 5 years | 142.22 | 73.37 | 194% |
| Returns for 10 years | 911.49 | 95.02 | 959% |
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