| OPGSX | USERX | OPGSX / USERX | |
| Total Expense Ratio | 1.05 | 1.73 | 61% |
| Annual Report Gross Expense Ratio | 1.05 | 1.73 | 61% |
| Fund Existence | 43 years | 52 years | - |
| Gain YTD | 14.259 | 17.496 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.79B | 331M | 1,448% |
| Annual Yield % from dividends | 0.39 | 2.95 | 13% |
| Returns for 1 year | 136.02 | 176.99 | 77% |
| Returns for 3 years | 193.93 | 266.13 | 73% |
| Returns for 5 years | 173.50 | 189.89 | 91% |
| Returns for 10 years | 569.80 | 588.03 | 97% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SOCUX | 21.38 | 0.29 | +1.38% |
| Spirit of America Utilities C | |||
| IASAX | 10.32 | 0.04 | +0.39% |
| VY® American Century Sm-Mid Cp Val A | |||
| PCMVX | 16.30 | 0.06 | +0.37% |
| Principal MidCap Value I A | |||
| VLEOX | 62.27 | -0.03 | -0.05% |
| Value Line Small Cap Opportunities Inv | |||
| RTLAX | 95.36 | -0.94 | -0.98% |
| Russell Inv Tax-Managed US Large Cap A | |||