| AGEIX | MEDDX | AGEIX / MEDDX | |
| Total Expense Ratio | 1.07 | 1.82 | 59% |
| Annual Report Gross Expense Ratio | 1.07 | 1.83 | 58% |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 7.555 | 2.270 | 333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 7.66B | 23% |
| Annual Yield % from dividends | 9.81 | 4.07 | 241% |
| Returns for 1 year | 20.69 | 10.66 | 194% |
| Returns for 3 years | 60.30 | 29.09 | 207% |
| Returns for 5 years | 51.37 | 9.25 | 555% |
| Returns for 10 years | 120.37 | 35.19 | 342% |