| IDPSX | UOPSX | IDPSX / UOPSX | |
| Total Expense Ratio | 2.78 | 2.53 | 110% |
| Annual Report Gross Expense Ratio | 2.88 | 2.53 | 114% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 21.074 | 28.283 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 1.52B | 1% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 5.78 | 25.92 | 22% |
| Returns for 3 years | 62.13 | 201.07 | 31% |
| Returns for 5 years | 62.79 | 76.67 | 82% |
| Returns for 10 years | 215.82 | 644.02 | 34% |