| AORHX | CBUZX | AORHX / CBUZX | |
| Total Expense Ratio | 1.21 | 0.72 | 168% |
| Annual Report Gross Expense Ratio | 1.21 | 0.72 | 168% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 5.507 | 11.004 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 848M | 43% |
| Annual Yield % from dividends | 2.69 | 4.05 | 66% |
| Returns for 1 year | 5.05 | 10.72 | 47% |
| Returns for 3 years | 14.73 | 27.42 | 54% |
| Returns for 5 years | 2.68 | 14.99 | 18% |
| Returns for 10 years | 23.61 | 58.94 | 40% |