RWBEX | UGMVX | RWBEX / UGMVX | |
Total Expense Ratio | 1.21 | 0.90 | 134% |
Annual Report Gross Expense Ratio | 1.21 | 1.24 | 98% |
Fund Existence | 11 years | 12 years | - |
Gain YTD | 14.722 | 10.195 | 144% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 3000 | 8% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 137B | 481M | 28,482% |
Annual Yield % from dividends | 1.06 | 1.41 | 75% |
Returns for 1 year | 13.26 | 12.61 | 105% |
Returns for 3 years | 49.26 | 40.10 | 123% |
Returns for 5 years | 48.81 | 25.56 | 191% |
Returns for 10 years | 60.15 | 50.21 | 120% |