UMBHX | VSGAX | UMBHX / VSGAX | |
Total Expense Ratio | 0.90 | 0.07 | 1,286% |
Annual Report Gross Expense Ratio | 0.90 | 0.07 | 1,286% |
Fund Existence | 39 years | 14 years | - |
Gain YTD | 2.216 | 4.401 | 50% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 10000 | 3000 | 333% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 220M | 37.5B | 1% |
Annual Yield % from dividends | 0.00 | 0.53 | - |
Returns for 1 year | -2.98 | 14.00 | -21% |
Returns for 3 years | 9.02 | 32.09 | 28% |
Returns for 5 years | 2.73 | 36.92 | 7% |
Returns for 10 years | 24.06 | 150.23 | 16% |