IDPSX | UOPSX | IDPSX / UOPSX | |
Total Expense Ratio | 2.78 | 2.53 | 110% |
Annual Report Gross Expense Ratio | 2.88 | 2.53 | 114% |
Fund Existence | 22 years | 28 years | - |
Gain YTD | 18.552 | 13.602 | 136% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 5.75M | 1.19B | 0% |
Annual Yield % from dividends | 0.51 | 0.00 | - |
Returns for 1 year | 19.84 | 23.64 | 84% |
Returns for 3 years | 51.51 | 104.17 | 49% |
Returns for 5 years | 85.27 | 64.25 | 133% |
Returns for 10 years | 225.59 | 646.60 | 35% |