| FIJDX | UPMMX | FIJDX / UPMMX | |
| Total Expense Ratio | 0.57 | 1.34 | 43% |
| Annual Report Gross Expense Ratio | 0.57 | 1.40 | 41% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | -1.213 | -4.225 | 29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 1.07B | 397% |
| Annual Yield % from dividends | 4.77 | 0.12 | 4,034% |
| Returns for 1 year | 50.78 | 53.52 | 95% |
| Returns for 3 years | 148.63 | 166.60 | 89% |
| Returns for 5 years | 123.49 | 141.76 | 87% |
| Returns for 10 years | N/A | 210.93 | - |