SCUPX | SIIAX | SCUPX / SIIAX | |
Total Expense Ratio | 1.80 | 1.76 | 102% |
Annual Report Gross Expense Ratio | 1.80 | 2.29 | 79% |
Fund Existence | 23 years | 4 years | - |
Gain YTD | 3.514 | 0.345 | 1,019% |
Front Load | N/A | 5% | - |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.24B | 49.7M | 4,503% |
Annual Yield % from dividends | 2.04 | 6.47 | 31% |
Returns for 1 year | 6.42 | 6.36 | 101% |
Returns for 3 years | 15.92 | 24.30 | 66% |
Returns for 5 years | 10.54 | N/A | - |
Returns for 10 years | 18.19 | 44.67 | 41% |