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 | 5.556 | 6.730 | 83% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 5000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 82.7M | 195B | 0% |
Annual Yield % from dividends | 0.00 | 2.19 | - |
Returns for 1 year | 8.09 | 9.75 | 83% |
Returns for 3 years | 37.73 | 34.32 | 110% |
Returns for 5 years | 79.62 | 74.87 | 106% |
Returns for 10 years | 112.26 | 116.26 | 97% |