UBPSX | UOPSX | UBPSX / UOPSX | |
Total Expense Ratio | 2.78 | 2.53 | 110% |
Annual Report Gross Expense Ratio | 2.93 | 2.53 | 116% |
Fund Existence | 18 years | 28 years | - |
Gain YTD | 38.707 | 6.078 | 637% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 7.68M | 1.16B | 1% |
Annual Yield % from dividends | 4.42 | 0.00 | 125,515% |
Returns for 1 year | 17.35 | 10.48 | 166% |
Returns for 3 years | 37.22 | 145.59 | 26% |
Returns for 5 years | 105.08 | 87.28 | 120% |
Returns for 10 years | -43.03 | 521.48 | -8% |