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RYCCX vs UMPSX
RYCCX vs UMPSX Comparison Chart in %
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RYCCX vs. UMPSX commentary
Jun 30, 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: 1.21B vs. UMPSX (32.1M). UMPSX pays higher dividends than RYCCX: UMPSX (0.16) vs RYCCX (0.00). RYCCX was incepted earlier than UMPSX: RYCCX (25 years) vs UMPSX (25 years). RYCCX (2.75) is less costly to investors than UMPSX (2.60). RYCCX is a more actively managed with annual turnover of: 392.00 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 : 5.84 vs. UMPSX (1.47). RYCCX return over 5 years is better than : 142.29 vs. UMPSX (112.96).
| RYCCX | UMPSX | RYCCX / UMPSX | |
| Total Expense Ratio | 2.65 | 2.60 | 102% |
| Annual Report Gross Expense Ratio | 2.75 | 2.60 | 106% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 6.966 | -6.677 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 32.1M | 3,766% |
| Annual Yield % from dividends | 0.00 | 0.16 | - |
| Returns for 1 year | 5.84 | 1.47 | 396% |
| Returns for 3 years | 147.77 | 38.50 | 384% |
| Returns for 5 years | 142.29 | 112.96 | 126% |
| Returns for 10 years | 540.41 | 83.07 | 651% |
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