| ULPSX | UOPIX | ULPSX / UOPIX | |
| Total Expense Ratio | 2.47 | 1.45 | 170% |
| Annual Report Gross Expense Ratio | 2.47 | 1.45 | 170% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 19.962 | 41.085 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 1.59B | 12% |
| Annual Yield % from dividends | 0.42 | 0.27 | 157% |
| Returns for 1 year | 37.54 | 58.27 | 64% |
| Returns for 3 years | 116.42 | 179.49 | 65% |
| Returns for 5 years | 62.67 | 117.41 | 53% |
| Returns for 10 years | 342.06 | 1034.30 | 33% |