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 | 13.786 | 13.775 | 100% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | 15000 | - |
Net Assets | 1.2B | 31.3M | 3,831% |
Annual Yield % from dividends | 0.38 | 0.07 | 566% |
Returns for 1 year | 35.59 | 43.10 | 83% |
Returns for 3 years | 155.42 | 139.56 | 111% |
Returns for 5 years | 127.20 | 111.10 | 114% |
Returns for 10 years | 686.29 | 372.95 | 184% |