| AIVOX | MIDCX | AIVOX / MIDCX | |
| Total Expense Ratio | 1.71 | 2.03 | 84% |
| Annual Report Gross Expense Ratio | 1.76 | 2.04 | 86% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 15.068 | 7.181 | 210% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 7.7B | 7% |
| Annual Yield % from dividends | 0.02 | 0.64 | 4% |
| Returns for 1 year | 30.65 | 9.52 | 322% |
| Returns for 3 years | 53.29 | 20.02 | 266% |
| Returns for 5 years | -3.40 | -8.37 | 41% |
| Returns for 10 years | 63.49 | 30.33 | 209% |