| AGEIX | MEDDX | AGEIX / MEDDX | |
| Total Expense Ratio | 1.07 | 1.82 | 59% |
| Annual Report Gross Expense Ratio | 1.07 | 1.83 | 58% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 9.729 | 1.020 | 954% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 7.5B | 26% |
| Annual Yield % from dividends | 9.85 | 4.57 | 215% |
| Returns for 1 year | 17.06 | 4.25 | 401% |
| Returns for 3 years | 59.66 | 27.93 | 214% |
| Returns for 5 years | 49.30 | 6.77 | 729% |
| Returns for 10 years | 112.94 | 27.40 | 412% |