| AVALX | PSPFX | AVALX / PSPFX | |
| Total Expense Ratio | 1.36 | 1.75 | 78% |
| Annual Report Gross Expense Ratio | 1.36 | 2.10 | 65% |
| Fund Existence | 28 years | 43 years | - |
| Gain YTD | 27.246 | 2.988 | 912% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 58.2M | 2,053% |
| Annual Yield % from dividends | 0.62 | 48.26 | 1% |
| Returns for 1 year | 54.70 | 49.01 | 112% |
| Returns for 3 years | 129.67 | 74.31 | 174% |
| Returns for 5 years | 195.57 | 59.39 | 329% |
| Returns for 10 years | 395.93 | 106.62 | 371% |