UOPIX | WCPSX | UOPIX / WCPSX | |
Total Expense Ratio | 1.53 | 2.78 | 55% |
Annual Report Gross Expense Ratio | 1.53 | 2.97 | 52% |
Fund Existence | 28 years | 25 years | - |
Gain YTD | 8.146 | 13.496 | 60% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | 15000 | - |
Net Assets | 1.17B | 17.3M | 6,751% |
Annual Yield % from dividends | 0.38 | 0.00 | - |
Returns for 1 year | 11.26 | 31.80 | 35% |
Returns for 3 years | 162.54 | 131.13 | 124% |
Returns for 5 years | 120.87 | 109.69 | 110% |
Returns for 10 years | 693.81 | 293.56 | 236% |