| UOPIX | UTPIX | UOPIX / UTPIX | |
| Total Expense Ratio | 1.45 | 1.76 | 82% |
| Annual Report Gross Expense Ratio | 1.45 | 1.76 | 82% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 1.459 | 1.487 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 10.2M | 12,373% |
| Annual Yield % from dividends | 0.36 | 0.77 | 47% |
| Returns for 1 year | 14.67 | 21.37 | 69% |
| Returns for 3 years | 207.85 | 30.17 | 689% |
| Returns for 5 years | 70.40 | 58.50 | 120% |
| Returns for 10 years | 858.87 | 183.88 | 467% |