UOPIX | UTPIX | UOPIX / UTPIX | |
Total Expense Ratio | 1.53 | 1.78 | 86% |
Annual Report Gross Expense Ratio | 1.53 | 1.84 | 83% |
Fund Existence | 28 years | 25 years | - |
Gain YTD | 24.463 | 32.286 | 76% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.25B | 35.8M | 3,503% |
Annual Yield % from dividends | 0.37 | 0.98 | 38% |
Returns for 1 year | 32.33 | 18.51 | 175% |
Returns for 3 years | 238.59 | 64.94 | 367% |
Returns for 5 years | 98.84 | 72.64 | 136% |
Returns for 10 years | 820.62 | 196.96 | 417% |