RYLDX | UOPSX | RYLDX / UOPSX | |
Total Expense Ratio | 1.77 | 2.53 | 70% |
Annual Report Gross Expense Ratio | 1.87 | 2.53 | 74% |
Fund Existence | 21 years | 28 years | - |
Gain YTD | 10.064 | 17.777 | 57% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 15000 | 17% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 36.3M | 1.24B | 3% |
Annual Yield % from dividends | 0.57 | 0.00 | - |
Returns for 1 year | 10.10 | 33.84 | 30% |
Returns for 3 years | 77.29 | 167.11 | 46% |
Returns for 5 years | 106.38 | 89.80 | 118% |
Returns for 10 years | 336.20 | 636.18 | 53% |