| 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 | 5.009 | 10.287 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 850M | 94% |
| Annual Yield % from dividends | 3.32 | 4.05 | 82% |
| Returns for 1 year | 2.75 | 7.50 | 37% |
| Returns for 3 years | 13.84 | 24.00 | 58% |
| Returns for 5 years | 16.01 | 14.89 | 107% |
| Returns for 10 years | 35.43 | 56.26 | 63% |