| IDPIX | UOPSX | IDPIX / UOPSX | |
| Total Expense Ratio | 1.78 | 2.45 | 73% |
| Annual Report Gross Expense Ratio | 2.10 | 2.45 | 86% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 21.459 | 25.928 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.44M | 1.45B | 1% |
| Annual Yield % from dividends | 0.33 | 0.00 | - |
| Returns for 1 year | 24.10 | 13.03 | 185% |
| Returns for 3 years | 92.70 | 117.04 | 79% |
| Returns for 5 years | 55.86 | 27.91 | 200% |
| Returns for 10 years | 266.80 | 557.18 | 48% |