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 | 32.935 | 14.589 | 226% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 458M | 1.22B | 37% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | 41.28 | 43.85 | 94% |
Returns for 3 years | 353.46 | 122.95 | 287% |
Returns for 5 years | 484.06 | 102.95 | 470% |
Returns for 10 years | 1250.37 | 707.69 | 177% |