UOPIX | WCPIX | UOPIX / WCPIX | |
Total Expense Ratio | 1.53 | 1.78 | 86% |
Annual Report Gross Expense Ratio | 1.53 | 1.97 | 78% |
Fund Existence | 28 years | 25 years | - |
Gain YTD | 21.991 | 29.338 | 75% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | 15000 | - |
Net Assets | 1.24B | 31.3M | 3,965% |
Annual Yield % from dividends | 0.00 | 0.07 | - |
Returns for 1 year | 31.89 | 45.10 | 71% |
Returns for 3 years | 222.11 | 231.05 | 96% |
Returns for 5 years | 118.88 | 130.55 | 91% |
Returns for 10 years | 953.63 | 449.48 | 212% |