| BULIX | FKUTX | BULIX / FKUTX | |
| Total Expense Ratio | 0.65 | 0.70 | 93% |
| Annual Report Gross Expense Ratio | 0.65 | 0.70 | 93% |
| Fund Existence | 34 years | 78 years | - |
| Gain YTD | 3.502 | 3.633 | 96% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 7.17B | 4% |
| Annual Yield % from dividends | 2.09 | 2.20 | 95% |
| Returns for 1 year | -0.38 | 2.78 | -14% |
| Returns for 3 years | 41.74 | 32.76 | 127% |
| Returns for 5 years | 13.72 | 24.51 | 56% |
| Returns for 10 years | 33.79 | 61.15 | 55% |