UOPSX | UTPIX | UOPSX / UTPIX | |
Total Expense Ratio | 2.53 | 1.78 | 142% |
Annual Report Gross Expense Ratio | 2.53 | 1.84 | 137% |
Fund Existence | 28 years | 25 years | - |
Gain YTD | 25.289 | 32.126 | 79% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.25B | 35.8M | 3,503% |
Annual Yield % from dividends | 0.00 | 0.98 | - |
Returns for 1 year | 31.25 | 17.40 | 180% |
Returns for 3 years | 217.08 | 69.74 | 311% |
Returns for 5 years | 79.17 | 73.56 | 108% |
Returns for 10 years | 588.48 | 200.95 | 293% |