UOPIX | WCPIX | UOPIX / WCPIX | |
Total Expense Ratio | 1.53 | 1.78 | 86% |
Annual Report Gross Expense Ratio | 1.53 | 1.97 | 78% |
Fund Existence | 28 years | 25 years | - |
Gain YTD | 21.938 | 30.488 | 72% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | 15000 | - |
Net Assets | 1.24B | 31M | 3,987% |
Annual Yield % from dividends | 0.00 | 0.07 | - |
Returns for 1 year | 29.97 | 45.25 | 66% |
Returns for 3 years | 221.16 | 236.42 | 94% |
Returns for 5 years | 118.78 | 132.60 | 90% |
Returns for 10 years | 963.83 | 474.38 | 203% |