| FIJDX | UPMMX | FIJDX / UPMMX | |
| Total Expense Ratio | 0.60 | 1.34 | 45% |
| Annual Report Gross Expense Ratio | 0.60 | 1.40 | 43% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 116.274 | 136.584 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.41B | 1.06B | 323% |
| Annual Yield % from dividends | 1.70 | 0.00 | - |
| Returns for 1 year | 110.65 | 125.06 | 88% |
| Returns for 3 years | 157.57 | 190.74 | 83% |
| Returns for 5 years | 86.87 | 114.09 | 76% |
| Returns for 10 years | N/A | 446.03 | - |