UOPIX | UTPIX | UOPIX / UTPIX | |
Total Expense Ratio | 1.53 | 1.78 | 86% |
Annual Report Gross Expense Ratio | 1.53 | 1.84 | 83% |
Fund Existence | 28 years | 25 years | - |
Gain YTD | 10.416 | 12.391 | 84% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.17B | 9.76M | 11,985% |
Annual Yield % from dividends | 0.38 | 1.09 | 35% |
Returns for 1 year | 18.58 | 25.73 | 72% |
Returns for 3 years | 155.79 | 27.38 | 569% |
Returns for 5 years | 113.42 | 59.31 | 191% |
Returns for 10 years | 624.28 | 170.51 | 366% |