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 | 12.704 | 4.488 | 283% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 379M | 1.13B | 34% |
Annual Yield % from dividends | 0.00 | 0.43 | - |
Returns for 1 year | -8.80 | 12.14 | -72% |
Returns for 3 years | 313.75 | 135.70 | 231% |
Returns for 5 years | 472.29 | 135.06 | 350% |
Returns for 10 years | 935.84 | 680.74 | 137% |