| AVUGX | RWMHX | AVUGX / RWMHX | |
| Total Expense Ratio | 0.75 | 0.41 | 183% |
| Annual Report Gross Expense Ratio | 0.78 | 0.41 | 190% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 11.184 | 8.429 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 204B | 1% |
| Annual Yield % from dividends | 1.78 | 1.33 | 134% |
| Returns for 1 year | -1.73 | 3.91 | -44% |
| Returns for 3 years | 1.28 | 29.08 | 4% |
| Returns for 5 years | 18.36 | 43.18 | 43% |
| Returns for 10 years | N/A | 71.17 | - |