PHPSX | UOPSX | PHPSX / UOPSX | |
Total Expense Ratio | 2.78 | 2.53 | 110% |
Annual Report Gross Expense Ratio | 3.50 | 2.53 | 138% |
Fund Existence | 25 years | 28 years | - |
Gain YTD | 6.393 | 16.914 | 38% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 3.66M | 1.24B | 0% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | 3.96 | 30.81 | 13% |
Returns for 3 years | -9.13 | 98.15 | -9% |
Returns for 5 years | 5.21 | 78.60 | 7% |
Returns for 10 years | -6.44 | 554.02 | -1% |