| 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 | 134.466 | 165.733 | 81% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.7B | 1.22B | 466% |
| Annual Yield % from dividends | 2.44 | 0.00 | - |
| Returns for 1 year | 131.36 | 161.92 | 81% |
| Returns for 3 years | 174.60 | 210.14 | 83% |
| Returns for 5 years | 151.05 | 147.44 | 102% |
| Returns for 10 years | 441.86 | 491.36 | 90% |