| SGGDX | UPMMX | SGGDX / UPMMX | |
| Total Expense Ratio | 1.16 | 1.34 | 87% |
| Annual Report Gross Expense Ratio | 1.16 | 1.40 | 83% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | 104.704 | 136.584 | 77% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 1.07B | 461% |
| Annual Yield % from dividends | 2.80 | 0.00 | - |
| Returns for 1 year | 96.50 | 125.06 | 77% |
| Returns for 3 years | 150.14 | 190.74 | 79% |
| Returns for 5 years | 111.67 | 114.09 | 98% |
| Returns for 10 years | 387.98 | 446.03 | 87% |