SGGDX | UPMMX | SGGDX / UPMMX | |
Total Expense Ratio | 1.16 | 1.34 | 87% |
Annual Report Gross Expense Ratio | 1.16 | 1.40 | 83% |
Fund Existence | 32 years | 15 years | - |
Gain YTD | 102.569 | 126.940 | 81% |
Front Load | 5% | 6% | 87% |
Min. Initial Investment | 2500 | 2500 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.94B | 1.08B | 459% |
Annual Yield % from dividends | 2.67 | 0.00 | - |
Returns for 1 year | 82.93 | 98.21 | 84% |
Returns for 3 years | 178.43 | 220.67 | 81% |
Returns for 5 years | 107.42 | 103.17 | 104% |
Returns for 10 years | 323.27 | 334.97 | 97% |