SMPSX | UOPIX | SMPSX / UOPIX | |
Total Expense Ratio | 2.52 | 1.53 | 165% |
Annual Report Gross Expense Ratio | 2.52 | 1.53 | 165% |
Fund Existence | 25 years | 28 years | - |
Gain YTD | -0.688 | -1.545 | 44% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 346M | 1.06B | 33% |
Annual Yield % from dividends | 0.00 | 0.43 | - |
Returns for 1 year | -15.22 | 13.48 | -113% |
Returns for 3 years | 199.40 | 96.27 | 207% |
Returns for 5 years | 367.36 | 121.35 | 303% |
Returns for 10 years | 752.17 | 619.00 | 122% |