| UBPSX | UOPIX | UBPSX / UOPIX | |
| Total Expense Ratio | 2.78 | 1.45 | 192% |
| Annual Report Gross Expense Ratio | 3.00 | 1.45 | 207% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 85.883 | 13.032 | 659% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 1.53B | 1% |
| Annual Yield % from dividends | 3.28 | 0.35 | 929% |
| Returns for 1 year | 82.44 | 4.87 | 1,692% |
| Returns for 3 years | 60.26 | 242.29 | 25% |
| Returns for 5 years | 62.62 | 74.73 | 84% |
| Returns for 10 years | 56.41 | 674.34 | 8% |