| UOPIX | UTPIX | UOPIX / UTPIX | |
| Total Expense Ratio | 1.53 | 1.78 | 86% |
| Annual Report Gross Expense Ratio | 1.53 | 1.84 | 83% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 30.766 | 28.258 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 10.1M | 15,059% |
| Annual Yield % from dividends | 0.34 | 0.96 | 36% |
| Returns for 1 year | 28.52 | 22.02 | 130% |
| Returns for 3 years | 220.63 | 48.20 | 458% |
| Returns for 5 years | 107.59 | 59.00 | 182% |
| Returns for 10 years | 840.83 | 213.56 | 394% |