| AVEFX | CBUZX | AVEFX / CBUZX | |
| Total Expense Ratio | 0.42 | 0.72 | 58% |
| Annual Report Gross Expense Ratio | 0.42 | 0.72 | 58% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 1.994 | 1.981 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 855M | 95% |
| Annual Yield % from dividends | 3.37 | 4.08 | 83% |
| Returns for 1 year | 6.58 | 11.70 | 56% |
| Returns for 3 years | 17.24 | 24.63 | 70% |
| Returns for 5 years | 17.59 | 14.76 | 119% |
| Returns for 10 years | 40.02 | 67.30 | 59% |