| UOPIX | WCPIX | UOPIX / WCPIX | |
| Total Expense Ratio | 1.53 | 1.78 | 86% |
| Annual Report Gross Expense Ratio | 1.53 | 1.97 | 78% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 29.416 | 24.718 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 1.74B | 33.5M | 5,185% |
| Annual Yield % from dividends | 0.35 | 0.06 | 567% |
| Returns for 1 year | 26.61 | 20.06 | 133% |
| Returns for 3 years | 209.60 | 190.26 | 110% |
| Returns for 5 years | 88.47 | 83.43 | 106% |
| Returns for 10 years | 749.81 | 463.83 | 162% |