| AORSX | HBLAX | AORSX / HBLAX | |
| Total Expense Ratio | 1.30 | 0.89 | 146% |
| Annual Report Gross Expense Ratio | 1.30 | 0.89 | 146% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 6.412 | 6.698 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.09B | 11.7B | 9% |
| Annual Yield % from dividends | 2.21 | 3.23 | 68% |
| Returns for 1 year | 5.60 | 6.37 | 88% |
| Returns for 3 years | 17.25 | 17.68 | 98% |
| Returns for 5 years | 0.99 | 9.84 | 10% |
| Returns for 10 years | 23.51 | 44.92 | 52% |