| 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 | 30.766 | 22.099 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 1.53B | 32.4M | 4,713% |
| Annual Yield % from dividends | 0.34 | 0.06 | 543% |
| Returns for 1 year | 28.52 | 20.91 | 136% |
| Returns for 3 years | 220.63 | 199.67 | 110% |
| Returns for 5 years | 107.59 | 91.20 | 118% |
| Returns for 10 years | 840.83 | 424.29 | 198% |