PHPSX | UOPSX | PHPSX / UOPSX | |
Total Expense Ratio | 2.78 | 2.53 | 110% |
Annual Report Gross Expense Ratio | 3.50 | 2.53 | 138% |
Fund Existence | 25 years | 28 years | - |
Gain YTD | 7.321 | 16.102 | 45% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 3.08M | 1.22B | 0% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | 2.04 | 30.73 | 7% |
Returns for 3 years | 0.41 | 163.31 | 0% |
Returns for 5 years | 2.95 | 76.73 | 4% |
Returns for 10 years | 4.17 | 625.71 | 1% |