IDPIX | UOPIX | IDPIX / UOPIX | |
Total Expense Ratio | 1.78 | 1.53 | 116% |
Annual Report Gross Expense Ratio | 1.88 | 1.53 | 123% |
Fund Existence | 22 years | 28 years | - |
Gain YTD | 19.383 | 24.463 | 79% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 5.46M | 1.25B | 0% |
Annual Yield % from dividends | 1.13 | 0.37 | 305% |
Returns for 1 year | 7.76 | 32.33 | 24% |
Returns for 3 years | 88.95 | 238.59 | 37% |
Returns for 5 years | 79.39 | 98.84 | 80% |
Returns for 10 years | 252.31 | 820.62 | 31% |