USPCX | VIVIX | USPCX / VIVIX | |
Total Expense Ratio | 2.15 | 0.04 | 5,375% |
Annual Report Gross Expense Ratio | 2.45 | 0.04 | 6,125% |
Fund Existence | 14 years | 27 years | - |
Gain YTD | 7.764 | 9.351 | 83% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 5000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 84.2M | 203B | 0% |
Annual Yield % from dividends | 0.00 | 2.11 | - |
Returns for 1 year | 8.29 | 6.79 | 122% |
Returns for 3 years | 50.36 | 49.01 | 103% |
Returns for 5 years | 80.73 | 80.33 | 101% |
Returns for 10 years | 138.90 | 145.64 | 95% |