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 | 10.542 | 14.643 | 72% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 3.44M | 1.21B | 0% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | 4.62 | 25.56 | 18% |
Returns for 3 years | 0.85 | 128.27 | 1% |
Returns for 5 years | 7.09 | 52.53 | 14% |
Returns for 10 years | 5.74 | 611.70 | 1% |