FUEPX | SWMIX | FUEPX / SWMIX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 4 years | 20 years | - |
Gain YTD | 7.235 | 6.015 | 120% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 136B | 1.05B | 12,940% |
Annual Yield % from dividends | 1.76 | 1.66 | 106% |
Returns for 1 year | 11.63 | 11.10 | 105% |
Returns for 3 years | -15.19 | -30.52 | 50% |
Returns for 5 years | N/A | -1.07 | - |
Returns for 10 years | N/A | -6.14 | - |