| CARYX | HCYIX | CARYX / HCYIX | |
| Total Expense Ratio | 0.77 | 1.05 | 73% |
| Annual Report Gross Expense Ratio | 0.77 | 1.27 | 61% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 11.808 | 6.191 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.51B | 130M | 1,928% |
| Annual Yield % from dividends | 2.23 | 3.92 | 57% |
| Returns for 1 year | 10.65 | 5.32 | 200% |
| Returns for 3 years | 30.31 | 25.12 | 121% |
| Returns for 5 years | 7.51 | 28.19 | 27% |
| Returns for 10 years | 39.86 | 62.21 | 64% |