UGPSX | UOPIX | UGPSX / UOPIX | |
Total Expense Ratio | 2.80 | 1.53 | 183% |
Annual Report Gross Expense Ratio | 2.80 | 1.53 | 183% |
Fund Existence | 17 years | 28 years | - |
Gain YTD | 35.491 | 13.786 | 257% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 27.5M | 1.2B | 2% |
Annual Yield % from dividends | 1.67 | 0.38 | 440% |
Returns for 1 year | 40.77 | 35.59 | 115% |
Returns for 3 years | -26.49 | 155.42 | -17% |
Returns for 5 years | -83.70 | 127.20 | -66% |
Returns for 10 years | -77.87 | 686.29 | -11% |