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RYCCX vs UMPSX
RYCCX vs UMPSX Comparison Chart in %
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RYCCX vs. UMPSX commentary
Aug 27, 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 UMPSX is a Hold.
FUNDAMENTALS
Fundamentals
RYCCX has more cash in the bank: 1.19B vs. UMPSX (32.9M). UMPSX pays higher dividends than RYCCX: UMPSX (0.15) vs RYCCX (0.00). RYCCX was incepted earlier than UMPSX: RYCCX (25 years) vs UMPSX (26 years). RYCCX (2.62) and UMPSX (2.60) have similar cost to investors . RYCCX is a more actively managed with annual turnover of: 383.00 vs. UMPSX (63.00). RYCCX has a lower initial minimum investment than UMPSX: RYCCX (2500) vs UMPSX (15000). RYCCX annual gain was more profitable for investors over the last year : 18.70 vs. UMPSX (-0.57). UMPSX (81.27) and RYCCX (78.08) have equivalent 5 years return.
| RYCCX | UMPSX | RYCCX / UMPSX | |
| Total Expense Ratio | 2.50 | 2.60 | 96% |
| Annual Report Gross Expense Ratio | 2.62 | 2.60 | 101% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 14.144 | 0.194 | 7,287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 32.9M | 3,617% |
| Annual Yield % from dividends | 0.00 | 0.15 | - |
| Returns for 1 year | 18.70 | -0.57 | -3,292% |
| Returns for 3 years | 129.36 | 28.19 | 459% |
| Returns for 5 years | 78.08 | 81.27 | 96% |
| Returns for 10 years | 612.93 | 119.43 | 513% |
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