UVABX | WMKMX | UVABX / WMKMX | |
Total Expense Ratio | 0.80 | 1.16 | 69% |
Annual Report Gross Expense Ratio | 0.87 | 1.16 | 75% |
Fund Existence | 15 years | 28 years | - |
Gain YTD | -2.655 | -0.663 | 401% |
Front Load | 2% | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 468M | 85.5M | 547% |
Annual Yield % from dividends | 2.88 | 2.13 | 135% |
Returns for 1 year | -1.29 | 0.74 | -173% |
Returns for 3 years | 6.13 | 5.13 | 119% |
Returns for 5 years | 0.15 | -3.30 | -5% |
Returns for 10 years | 4.15 | 9.06 | 46% |