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 | 10.285 | 14.390 | 71% |
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 | 0.00 | - |
Returns for 1 year | 13.46 | 32.84 | 41% |
Returns for 3 years | 167.73 | 132.95 | 126% |
Returns for 5 years | 125.24 | 111.34 | 112% |
Returns for 10 years | 709.51 | 296.66 | 239% |