IDPIX | UOPSX | IDPIX / UOPSX | |
Total Expense Ratio | 1.78 | 2.53 | 70% |
Annual Report Gross Expense Ratio | 1.88 | 2.53 | 74% |
Fund Existence | 22 years | 28 years | - |
Gain YTD | 19.005 | 13.209 | 144% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 11.2M | 1.2B | 1% |
Annual Yield % from dividends | 1.15 | 0.00 | - |
Returns for 1 year | 30.61 | 50.18 | 61% |
Returns for 3 years | 62.17 | 105.48 | 59% |
Returns for 5 years | 98.24 | 73.50 | 134% |
Returns for 10 years | 231.69 | 525.01 | 44% |