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RYCCX vs UMPIX
RYCCX vs UMPIX Comparison Chart in %
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RYCCX vs. UMPIX commentary
Sep 05, 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 RYCCX is a Buy and UMPIX is a Hold.
FUNDAMENTALS
Fundamentals
RYCCX has more cash in the bank: 1.2B vs. UMPIX (33.3M). UMPIX pays higher dividends than RYCCX: UMPIX (0.93) vs RYCCX (0.00). RYCCX was incepted earlier than UMPIX: RYCCX (25 years) vs UMPIX (26 years). RYCCX (2.62) is less costly to investors than UMPIX (1.60). RYCCX is a more actively managed with annual turnover of: 383.00 vs. UMPIX (63.00). RYCCX has a lower initial minimum investment than UMPIX: RYCCX (2500) vs UMPIX (15000). RYCCX annual gain was more profitable for investors over the last year : 26.34 vs. UMPIX (6.43). UMPIX return over 5 years is better than : 101.29 vs. RYCCX (87.75).
| RYCCX | UMPIX | RYCCX / UMPIX | |
| Total Expense Ratio | 2.50 | 1.60 | 156% |
| Annual Report Gross Expense Ratio | 2.62 | 1.60 | 164% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 13.800 | 0.929 | 1,485% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 33.3M | 3,595% |
| Annual Yield % from dividends | 0.00 | 0.93 | - |
| Returns for 1 year | 26.34 | 6.43 | 410% |
| Returns for 3 years | 148.48 | 44.35 | 335% |
| Returns for 5 years | 87.75 | 101.29 | 87% |
| Returns for 10 years | 662.20 | 164.78 | 402% |