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 | 24.463 | 23.821 | 103% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | 15000 | - |
Net Assets | 1.25B | 29.2M | 4,295% |
Annual Yield % from dividends | 0.37 | 0.00 | - |
Returns for 1 year | 32.33 | 35.42 | 91% |
Returns for 3 years | 238.59 | 198.48 | 120% |
Returns for 5 years | 98.84 | 100.15 | 99% |
Returns for 10 years | 820.62 | 338.49 | 242% |