| BULIX | FRUSX | BULIX / FRUSX | |
| Total Expense Ratio | 0.65 | 1.21 | 54% |
| Annual Report Gross Expense Ratio | 0.65 | 1.21 | 54% |
| Fund Existence | 33 years | 31 years | - |
| Gain YTD | 2.609 | 2.700 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 7.18B | 4% |
| Annual Yield % from dividends | 2.38 | 1.72 | 139% |
| Returns for 1 year | 7.74 | 9.88 | 78% |
| Returns for 3 years | 30.55 | 23.68 | 129% |
| Returns for 5 years | 20.97 | 35.49 | 59% |
| Returns for 10 years | 44.91 | 65.49 | 69% |