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 | -2.676 | -1.552 | 172% |
Front Load | 2% | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 470M | 85.3M | 551% |
Annual Yield % from dividends | 2.78 | 2.09 | 133% |
Returns for 1 year | 0.59 | 0.81 | 73% |
Returns for 3 years | 3.32 | 2.74 | 121% |
Returns for 5 years | 3.41 | -2.03 | -168% |
Returns for 10 years | 3.48 | 7.36 | 47% |