UOPSX | WCPIX | UOPSX / WCPIX | |
Total Expense Ratio | 2.53 | 1.78 | 142% |
Annual Report Gross Expense Ratio | 2.53 | 1.97 | 128% |
Fund Existence | 27 years | 25 years | - |
Gain YTD | -25.377 | -9.027 | 281% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | 15000 | - |
Net Assets | 781M | 18.2M | 4,291% |
Annual Yield % from dividends | 0.00 | 0.08 | 6% |
Returns for 1 year | -0.31 | 15.94 | -2% |
Returns for 3 years | 22.09 | 55.60 | 40% |
Returns for 5 years | 79.98 | 111.23 | 72% |
Returns for 10 years | 317.73 | 257.51 | 123% |