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 | 19.383 | 22.180 | 87% |
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 | 0.00 | - |
Returns for 1 year | 7.76 | 29.65 | 26% |
Returns for 3 years | 88.95 | 217.89 | 41% |
Returns for 5 years | 79.39 | 69.21 | 115% |
Returns for 10 years | 252.31 | 628.00 | 40% |