SOAEX | SPMHX | SOAEX / SPMHX | |
Total Expense Ratio | 1.48 | 2.76 | 54% |
Annual Report Gross Expense Ratio | 1.48 | 2.76 | 54% |
Fund Existence | 11 years | 6 years | - |
Gain YTD | 4.414 | 2.685 | 164% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 500 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 162M | 1.09B | 15% |
Annual Yield % from dividends | 20.27 | 5.20 | 390% |
Returns for 1 year | 8.68 | 17.85 | 49% |
Returns for 3 years | 53.31 | 89.42 | 60% |
Returns for 5 years | 163.47 | 252.47 | 65% |
Returns for 10 years | 25.80 | N/A | - |