UOPIX | WCPIX | UOPIX / WCPIX | |
Total Expense Ratio | 1.53 | 1.78 | 86% |
Annual Report Gross Expense Ratio | 1.53 | 1.97 | 78% |
Fund Existence | 27 years | 25 years | - |
Gain YTD | -25.144 | -9.027 | 279% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | 15000 | - |
Net Assets | 781M | 18.2M | 4,291% |
Annual Yield % from dividends | 0.50 | 0.08 | 638% |
Returns for 1 year | 0.70 | 15.94 | 4% |
Returns for 3 years | 28.67 | 55.60 | 52% |
Returns for 5 years | 109.25 | 111.23 | 98% |
Returns for 10 years | 422.72 | 257.51 | 164% |