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 | 48.389 | 25.120 | 193% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 513M | 1.27B | 40% |
Annual Yield % from dividends | 0.00 | 0.37 | - |
Returns for 1 year | 22.57 | 33.86 | 67% |
Returns for 3 years | 616.78 | 245.27 | 251% |
Returns for 5 years | 452.84 | 103.76 | 436% |
Returns for 10 years | 1385.51 | 853.69 | 162% |