| PHPSX | UOPIX | PHPSX / UOPIX | |
| Total Expense Ratio | 2.78 | 1.45 | 192% |
| Annual Report Gross Expense Ratio | 3.53 | 1.45 | 243% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 36.424 | 33.278 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.4M | 1.47B | 6% |
| Annual Yield % from dividends | 0.00 | 0.31 | - |
| Returns for 1 year | 80.87 | 23.31 | 347% |
| Returns for 3 years | 76.70 | 151.68 | 51% |
| Returns for 5 years | 46.76 | 64.91 | 72% |
| Returns for 10 years | 73.72 | 850.75 | 9% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ACGQX | 26.01 | 0.06 | +0.23% |
| Invesco Growth and Income R5 | |||
| VEXAX | 190.06 | 0.36 | +0.19% |
| Vanguard Extended Market Index Admiral | |||
| DLACX | 15.74 | 0.02 | +0.13% |
| BNY Mellon Large Cap Equity Y | |||
| WICVX | 10.83 | 0.01 | +0.09% |
| Wasatch Small Cap Value Institutional | |||
| RSEFX | 18.40 | -0.03 | -0.16% |
| Royce Small-Cap Special Equity Svc | |||