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 | -2.721 | -1.255 | 217% |
Front Load | 2% | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 469M | 85.5M | 549% |
Annual Yield % from dividends | 2.85 | 2.12 | 134% |
Returns for 1 year | -0.36 | 1.26 | -29% |
Returns for 3 years | 5.15 | 4.33 | 119% |
Returns for 5 years | 0.90 | -3.74 | -24% |
Returns for 10 years | 4.17 | 8.41 | 50% |