UMBHX | VSGAX | UMBHX / VSGAX | |
Total Expense Ratio | 0.90 | 0.07 | 1,286% |
Annual Report Gross Expense Ratio | 0.90 | 0.07 | 1,286% |
Fund Existence | 39 years | 14 years | - |
Gain YTD | -0.273 | 2.611 | -10% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 10000 | 3000 | 333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 216M | 36.9B | 1% |
Annual Yield % from dividends | 0.00 | 0.54 | - |
Returns for 1 year | -6.88 | 12.32 | -56% |
Returns for 3 years | 11.94 | 38.30 | 31% |
Returns for 5 years | 2.66 | 40.33 | 7% |
Returns for 10 years | 10.24 | 121.74 | 8% |