| IDPIX | UOPSX | IDPIX / UOPSX | |
| Total Expense Ratio | 1.78 | 2.53 | 70% |
| Annual Report Gross Expense Ratio | 1.88 | 2.53 | 74% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 17.556 | 21.025 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 1.54B | 1% |
| Annual Yield % from dividends | 1.13 | 0.00 | - |
| Returns for 1 year | 6.75 | 25.22 | 27% |
| Returns for 3 years | 62.92 | 191.15 | 33% |
| Returns for 5 years | 61.77 | 65.30 | 95% |
| Returns for 10 years | 223.96 | 547.52 | 41% |