UBPIX | UOPSX | UBPIX / UOPSX | |
Total Expense Ratio | 1.78 | 2.53 | 70% |
Annual Report Gross Expense Ratio | 1.93 | 2.53 | 76% |
Fund Existence | 18 years | 28 years | - |
Gain YTD | 33.333 | 13.146 | 254% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 7.83M | 1.2B | 1% |
Annual Yield % from dividends | 5.02 | 0.00 | 142,751% |
Returns for 1 year | 13.95 | 34.25 | 41% |
Returns for 3 years | 41.35 | 142.38 | 29% |
Returns for 5 years | 89.67 | 95.42 | 94% |
Returns for 10 years | -25.53 | 528.40 | -5% |