SMPSX | UOPSX | SMPSX / UOPSX | |
Total Expense Ratio | 2.52 | 2.53 | 100% |
Annual Report Gross Expense Ratio | 2.52 | 2.53 | 100% |
Fund Existence | 25 years | 28 years | - |
Gain YTD | 27.217 | 13.146 | 207% |
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 | 0.00 | - |
Returns for 1 year | 21.33 | 34.25 | 62% |
Returns for 3 years | 353.77 | 142.38 | 248% |
Returns for 5 years | 514.11 | 95.42 | 539% |
Returns for 10 years | 1158.17 | 528.40 | 219% |