PMUPX | VWLUX | PMUPX / VWLUX | |
Total Expense Ratio | 0.54 | 0.09 | 600% |
Annual Report Gross Expense Ratio | 0.54 | 0.09 | 600% |
Fund Existence | 17 years | 24 years | - |
Gain YTD | -1.361 | -3.693 | 37% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 50000 | 2,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.07B | 16.9B | 24% |
Annual Yield % from dividends | 3.91 | 3.69 | 106% |
Returns for 1 year | 0.14 | -3.78 | -4% |
Returns for 3 years | 5.88 | -4.42 | -133% |
Returns for 5 years | 2.98 | -12.05 | -25% |
Returns for 10 years | 24.88 | -8.84 | -281% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
SOIUX | 21.14 | 0.09 | +0.43% |
Spirit of America Utilts Inst | |||
VBPIX | 21.67 | 0.05 | +0.23% |
Vanguard Baillie GiffordGlbPstvImpStkInv | |||
OWSMX | 17.28 | 0.04 | +0.23% |
Old Westbury Small & Mid Cap Strategies | |||
IPOIX | 21.03 | 0.02 | +0.10% |
Macquarie Systematic Em Mkts Eq I | |||
FWDGX | 11.99 | N/A | N/A |
American Funds Dvlpg Wld Gr&Inc 529-F-3 |