PHPIX | UOPSX | PHPIX / UOPSX | |
Total Expense Ratio | 1.78 | 2.53 | 70% |
Annual Report Gross Expense Ratio | 2.50 | 2.53 | 99% |
Fund Existence | 25 years | 28 years | - |
Gain YTD | -1.945 | 12.651 | -15% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.93M | 1.18B | 0% |
Annual Yield % from dividends | 1.19 | 0.00 | 33,817% |
Returns for 1 year | -2.63 | 33.66 | -8% |
Returns for 3 years | -15.46 | 141.32 | -11% |
Returns for 5 years | 7.55 | 94.56 | 8% |
Returns for 10 years | -4.28 | 525.65 | -1% |