| SOPSX | USPIX | SOPSX / USPIX | |
| Total Expense Ratio | 2.78 | 1.78 | 156% |
| Annual Report Gross Expense Ratio | 4.18 | 1.96 | 213% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -14.076 | -28.407 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | 15000 | 15000 | 100% |
| Net Assets | 2.92M | 13.2M | 22% |
| Annual Yield % from dividends | 2.20 | 3.92 | 56% |
| Returns for 1 year | -17.78 | -35.15 | 51% |
| Returns for 3 years | -45.02 | -74.56 | 60% |
| Returns for 5 years | -50.89 | -82.05 | 62% |
| Returns for 10 years | -89.18 | -99.24 | 90% |