MMUFX | SOCUX | MMUFX / SOCUX | |
Total Expense Ratio | 1.02 | 2.30 | 44% |
Annual Report Gross Expense Ratio | 1.03 | 4.92 | 21% |
Fund Existence | 33 years | 2 years | - |
Gain YTD | 1.585 | 4.743 | 33% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 500 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.43B | 32.1M | 7,583% |
Annual Yield % from dividends | 2.09 | 7.40 | 28% |
Returns for 1 year | 11.98 | 20.84 | 57% |
Returns for 3 years | -5.17 | N/A | - |
Returns for 5 years | 24.37 | N/A | - |
Returns for 10 years | 20.72 | N/A | - |