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 | 1.720 | 7.453 | 23% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | 15000 | - |
Net Assets | 1.08B | 15.3M | 7,059% |
Annual Yield % from dividends | 0.43 | 0.00 | - |
Returns for 1 year | 10.85 | 29.97 | 36% |
Returns for 3 years | 157.31 | 124.81 | 126% |
Returns for 5 years | 137.13 | 104.28 | 132% |
Returns for 10 years | 633.31 | 261.89 | 242% |