SMPIX | UOPSX | SMPIX / UOPSX | |
Total Expense Ratio | 1.52 | 2.53 | 60% |
Annual Report Gross Expense Ratio | 1.52 | 2.53 | 60% |
Fund Existence | 25 years | 28 years | - |
Gain YTD | 31.427 | 13.869 | 227% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 444M | 1.2B | 37% |
Annual Yield % from dividends | 0.12 | 0.00 | 3,507% |
Returns for 1 year | 30.38 | 32.42 | 94% |
Returns for 3 years | 359.63 | 113.06 | 318% |
Returns for 5 years | 589.07 | 90.33 | 652% |
Returns for 10 years | 1903.11 | 524.21 | 363% |