FEGIX | UPMMX | FEGIX / UPMMX | |
Total Expense Ratio | 0.93 | 1.34 | 69% |
Annual Report Gross Expense Ratio | 0.93 | 1.40 | 66% |
Fund Existence | 22 years | 15 years | - |
Gain YTD | 83.588 | 106.250 | 79% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 1000000 | 2500 | 40,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.54B | 963M | 471% |
Annual Yield % from dividends | 3.14 | 0.00 | - |
Returns for 1 year | 66.23 | 82.81 | 80% |
Returns for 3 years | 154.28 | 189.09 | 82% |
Returns for 5 years | 80.95 | 70.63 | 115% |
Returns for 10 years | 359.33 | 379.92 | 95% |