| 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 | 10.274 | 6.350 | 162% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 537M | 7.63B | 7% |
| Annual Yield % from dividends | 0.02 | 0.65 | 4% |
| Returns for 1 year | 20.74 | 5.89 | 352% |
| Returns for 3 years | 40.96 | 14.46 | 283% |
| Returns for 5 years | -8.86 | -9.77 | 91% |
| Returns for 10 years | 51.06 | 24.15 | 211% |