PFUPX | RCWBX | PFUPX / RCWBX | |
Total Expense Ratio | 0.87 | 1.58 | 55% |
Annual Report Gross Expense Ratio | 0.87 | 1.58 | 55% |
Fund Existence | 17 years | 23 years | - |
Gain YTD | 8.567 | 6.040 | 142% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 250 | 400,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 813M | 9.95B | 8% |
Annual Yield % from dividends | 4.03 | 2.53 | 159% |
Returns for 1 year | 11.18 | 6.26 | 179% |
Returns for 3 years | 8.72 | 3.59 | 243% |
Returns for 5 years | -4.67 | -13.50 | 35% |
Returns for 10 years | 6.70 | -3.88 | -173% |