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 | 103.241 | 132.274 | 78% |
Front Load | 5% | 6% | 87% |
Min. Initial Investment | 2500 | 2500 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 5.01B | 1.1B | 457% |
Annual Yield % from dividends | 2.67 | 0.00 | - |
Returns for 1 year | 76.05 | 92.89 | 82% |
Returns for 3 years | 187.63 | 240.52 | 78% |
Returns for 5 years | 103.22 | 98.90 | 104% |
Returns for 10 years | 321.44 | 346.91 | 93% |