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 | 9.970 | 13.157 | 76% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | 15000 | - |
Net Assets | 1.2B | 26.1M | 4,590% |
Annual Yield % from dividends | 0.38 | 0.07 | 566% |
Returns for 1 year | 11.25 | 31.26 | 36% |
Returns for 3 years | 150.23 | 133.09 | 113% |
Returns for 5 years | 113.29 | 105.89 | 107% |
Returns for 10 years | 626.89 | 356.09 | 176% |