SMPSX | UOPIX | SMPSX / UOPIX | |
Total Expense Ratio | 2.52 | 1.53 | 165% |
Annual Report Gross Expense Ratio | 2.52 | 1.53 | 165% |
Fund Existence | 25 years | 28 years | - |
Gain YTD | 27.217 | 13.786 | 197% |
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 | 0.00 | 0.38 | - |
Returns for 1 year | 21.33 | 35.59 | 60% |
Returns for 3 years | 353.77 | 155.42 | 228% |
Returns for 5 years | 514.11 | 127.20 | 404% |
Returns for 10 years | 1158.17 | 686.29 | 169% |