UOPIX | WCPSX | UOPIX / WCPSX | |
Total Expense Ratio | 1.53 | 2.78 | 55% |
Annual Report Gross Expense Ratio | 1.53 | 2.97 | 52% |
Fund Existence | 28 years | 25 years | - |
Gain YTD | 13.786 | 13.117 | 105% |
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 | 0.00 | - |
Returns for 1 year | 35.59 | 41.66 | 85% |
Returns for 3 years | 155.42 | 132.53 | 117% |
Returns for 5 years | 127.20 | 100.50 | 127% |
Returns for 10 years | 686.29 | 317.60 | 216% |