| UOPIX | UTPSX | UOPIX / UTPSX | |
| Total Expense Ratio | 1.53 | 2.78 | 55% |
| Annual Report Gross Expense Ratio | 1.53 | 2.84 | 54% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 17.748 | 23.218 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 31.5M | 4,978% |
| Annual Yield % from dividends | 0.34 | 0.00 | - |
| Returns for 1 year | 19.29 | 10.94 | 176% |
| Returns for 3 years | 192.26 | 31.05 | 619% |
| Returns for 5 years | 80.47 | 51.32 | 157% |
| Returns for 10 years | 683.63 | 171.95 | 398% |