| FUFRX | SOAUX | FUFRX / SOAUX | |
| Total Expense Ratio | 0.50 | 1.54 | 32% |
| Annual Report Gross Expense Ratio | 0.52 | 1.91 | 27% |
| Fund Existence | 13 years | 3 years | - |
| Gain YTD | 8.268 | 14.874 | 56% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.12B | 51.2M | 13,910% |
| Annual Yield % from dividends | 2.21 | 7.47 | 30% |
| Returns for 1 year | 7.56 | 14.08 | 54% |
| Returns for 3 years | 17.94 | N/A | - |
| Returns for 5 years | 38.41 | N/A | - |
| Returns for 10 years | 75.61 | N/A | - |