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 | 11.859 | 12.054 | 98% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 3.45M | 1.19B | 0% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | 7.66 | 33.72 | 23% |
Returns for 3 years | 6.56 | 146.19 | 4% |
Returns for 5 years | 10.72 | 58.83 | 18% |
Returns for 10 years | 10.51 | 606.39 | 2% |