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 | 10.285 | 11.111 | 93% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.21B | 10M | 12,110% |
Annual Yield % from dividends | 0.38 | 1.09 | 35% |
Returns for 1 year | 13.46 | 28.61 | 47% |
Returns for 3 years | 167.73 | 17.98 | 933% |
Returns for 5 years | 125.24 | 66.40 | 189% |
Returns for 10 years | 709.51 | 173.76 | 408% |