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 | 15.916 | 18.970 | 84% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | 15000 | - |
Net Assets | 1.14B | 27M | 4,230% |
Annual Yield % from dividends | 0.00 | 0.07 | - |
Returns for 1 year | 32.43 | 38.26 | 85% |
Returns for 3 years | 146.45 | 151.74 | 97% |
Returns for 5 years | 77.45 | 87.21 | 89% |
Returns for 10 years | 817.48 | 344.87 | 237% |