| CAREX | CSPAX | CAREX / CSPAX | |
| Total Expense Ratio | 1.30 | 1.04 | 125% |
| Annual Report Gross Expense Ratio | 2.05 | 1.04 | 197% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 1.893 | 4.194 | 45% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.7M | 82.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | 15.82 | 15.48 | 102% |
| Returns for 3 years | 38.55 | 29.35 | 131% |
| Returns for 5 years | -10.28 | -5.07 | 203% |
| Returns for 10 years | 200.77 | 98.97 | 203% |