| 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 | 10.556 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 844M | 94% |
| Annual Yield % from dividends | 3.31 | 4.05 | 82% |
| Returns for 1 year | 3.62 | 9.60 | 38% |
| Returns for 3 years | 14.66 | 28.16 | 52% |
| Returns for 5 years | 17.26 | 17.25 | 100% |
| Returns for 10 years | 36.32 | 57.69 | 63% |