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 | 13.786 | 17.307 | 80% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.2B | 10.1M | 11,871% |
Annual Yield % from dividends | 0.38 | 1.09 | 35% |
Returns for 1 year | 35.59 | 30.36 | 117% |
Returns for 3 years | 155.42 | 27.51 | 565% |
Returns for 5 years | 127.20 | 66.21 | 192% |
Returns for 10 years | 686.29 | 183.33 | 374% |