UVABX | WMKMX | UVABX / WMKMX | |
Total Expense Ratio | 0.80 | 1.16 | 69% |
Annual Report Gross Expense Ratio | 0.91 | 1.16 | 78% |
Fund Existence | 15 years | 28 years | - |
Gain YTD | -2.449 | 0.362 | -677% |
Front Load | 2% | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 461M | 85.9M | 537% |
Annual Yield % from dividends | 2.97 | 2.19 | 135% |
Returns for 1 year | -3.64 | -0.41 | 896% |
Returns for 3 years | 2.34 | 2.28 | 103% |
Returns for 5 years | -2.38 | -3.22 | 74% |
Returns for 10 years | 4.00 | 9.97 | 40% |