| IDPSX | UOPSX | IDPSX / UOPSX | |
| Total Expense Ratio | 2.78 | 2.45 | 113% |
| Annual Report Gross Expense Ratio | 3.10 | 2.45 | 127% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 20.627 | 25.928 | 80% |
| 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 | 0.00 | 0.00 | - |
| Returns for 1 year | 22.41 | 13.03 | 172% |
| Returns for 3 years | 85.37 | 117.04 | 73% |
| Returns for 5 years | 46.07 | 27.91 | 165% |
| Returns for 10 years | 225.38 | 557.18 | 40% |