ARANX | UPAAX | ARANX / UPAAX | |
Total Expense Ratio | 1.28 | 3.28 | 39% |
Annual Report Gross Expense Ratio | 1.28 | 3.28 | 39% |
Fund Existence | 11 years | 8 years | - |
Gain YTD | 7.327 | 11.500 | 64% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 2000 | 125% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.4B | 2.75M | 50,727% |
Annual Yield % from dividends | 0.51 | 0.00 | - |
Returns for 1 year | 1.36 | 22.14 | 6% |
Returns for 3 years | 25.06 | 52.47 | 48% |
Returns for 5 years | 37.95 | 99.17 | 38% |
Returns for 10 years | 34.48 | N/A | - |