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 | 11.044 | 13.306 | 83% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | 15000 | - |
Net Assets | 1.2B | 22.3M | 5,381% |
Annual Yield % from dividends | 0.00 | 0.07 | - |
Returns for 1 year | 44.42 | 39.95 | 111% |
Returns for 3 years | 109.50 | 124.00 | 88% |
Returns for 5 years | 96.68 | 94.45 | 102% |
Returns for 10 years | 680.08 | 333.63 | 204% |