IDPIX | UOPSX | IDPIX / UOPSX | |
Total Expense Ratio | 1.78 | 2.53 | 70% |
Annual Report Gross Expense Ratio | 1.88 | 2.53 | 74% |
Fund Existence | 22 years | 28 years | - |
Gain YTD | 18.296 | 16.914 | 108% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 5.71M | 1.24B | 0% |
Annual Yield % from dividends | 1.15 | 0.00 | - |
Returns for 1 year | 21.33 | 30.81 | 69% |
Returns for 3 years | 50.95 | 98.15 | 52% |
Returns for 5 years | 91.71 | 78.60 | 117% |
Returns for 10 years | 231.91 | 554.02 | 42% |