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 | 10.285 | 15.010 | 69% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | 15000 | - |
Net Assets | 1.21B | 17.3M | 7,000% |
Annual Yield % from dividends | 0.38 | 0.07 | 566% |
Returns for 1 year | 13.46 | 34.23 | 39% |
Returns for 3 years | 167.73 | 140.03 | 120% |
Returns for 5 years | 125.24 | 122.55 | 102% |
Returns for 10 years | 709.51 | 349.22 | 203% |