| BULIX | FKUTX | BULIX / FKUTX | |
| Total Expense Ratio | 0.65 | 0.70 | 93% |
| Annual Report Gross Expense Ratio | 0.65 | 0.70 | 93% |
| Fund Existence | 33 years | 78 years | - |
| Gain YTD | 8.577 | 9.925 | 86% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 7.65B | 4% |
| Annual Yield % from dividends | 1.96 | 2.05 | 95% |
| Returns for 1 year | 4.61 | 10.70 | 43% |
| Returns for 3 years | 44.37 | 37.22 | 119% |
| Returns for 5 years | 26.79 | 40.05 | 67% |
| Returns for 10 years | 32.42 | 59.19 | 55% |