BEARX | USPSX | BEARX / USPSX | |
Total Expense Ratio | 2.61 | 2.78 | 94% |
Annual Report Gross Expense Ratio | 2.72 | 3.04 | 89% |
Fund Existence | 30 years | 27 years | - |
Gain YTD | -5.844 | -21.480 | 27% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1500 | 15000 | 10% |
Min. Initial Investment IRA | 250 | 15000 | 2% |
Net Assets | 106M | 18.5M | 573% |
Annual Yield % from dividends | 10.73 | 6.44 | 167% |
Returns for 1 year | -12.36 | -39.77 | 31% |
Returns for 3 years | -27.77 | -71.34 | 39% |
Returns for 5 years | -47.42 | -87.64 | 54% |
Returns for 10 years | -74.70 | -99.09 | 75% |