SGGDX | UPMMX | SGGDX / UPMMX | |
Total Expense Ratio | 1.16 | 1.34 | 87% |
Annual Report Gross Expense Ratio | 1.16 | 1.40 | 83% |
Fund Existence | 32 years | 15 years | - |
Gain YTD | 76.482 | 96.336 | 79% |
Front Load | 5% | 6% | 87% |
Min. Initial Investment | 2500 | 2500 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.42B | 928M | 476% |
Annual Yield % from dividends | 3.12 | 0.00 | - |
Returns for 1 year | 67.41 | 81.66 | 83% |
Returns for 3 years | 151.49 | 186.52 | 81% |
Returns for 5 years | 73.22 | 64.55 | 113% |
Returns for 10 years | 318.14 | 343.37 | 93% |