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 | 33.424 | 12.651 | 264% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 7.83M | 1.18B | 1% |
Annual Yield % from dividends | 4.42 | 0.00 | 125,515% |
Returns for 1 year | 12.96 | 33.66 | 39% |
Returns for 3 years | 37.84 | 141.32 | 27% |
Returns for 5 years | 81.08 | 94.56 | 86% |
Returns for 10 years | -32.15 | 525.65 | -6% |