IDPSX | UOPSX | IDPSX / UOPSX | |
Total Expense Ratio | 2.78 | 2.53 | 110% |
Annual Report Gross Expense Ratio | 2.88 | 2.53 | 114% |
Fund Existence | 22 years | 28 years | - |
Gain YTD | 18.284 | 13.209 | 138% |
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 | 0.51 | 0.00 | - |
Returns for 1 year | 28.74 | 50.18 | 57% |
Returns for 3 years | 56.60 | 105.48 | 54% |
Returns for 5 years | 86.51 | 73.50 | 118% |
Returns for 10 years | 195.24 | 525.01 | 37% |