| 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 | 5.223 | 7.114 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 7.63B | 7% |
| Annual Yield % from dividends | 0.03 | 0.64 | 4% |
| Returns for 1 year | 15.21 | 7.96 | 191% |
| Returns for 3 years | 36.59 | 15.85 | 231% |
| Returns for 5 years | -14.13 | -9.15 | 154% |
| Returns for 10 years | 38.38 | 22.17 | 173% |