| 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 | 16 years | - |
| Gain YTD | 10.588 | 13.984 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.93B | 1.29B | 383% |
| Annual Yield % from dividends | 1.97 | 0.11 | 1,765% |
| Returns for 1 year | 134.47 | 149.78 | 90% |
| Returns for 3 years | 190.97 | 221.93 | 86% |
| Returns for 5 years | 157.46 | 188.76 | 83% |
| Returns for 10 years | N/A | 477.97 | - |