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 | 4.59B | 975M | 470% |
Annual Yield % from dividends | 3.14 | 0.00 | - |
Returns for 1 year | 63.11 | 78.96 | 80% |
Returns for 3 years | 157.75 | 196.92 | 80% |
Returns for 5 years | 77.26 | 64.15 | 120% |
Returns for 10 years | 328.06 | 339.33 | 97% |