| CBHCX | PTFAX | CBHCX / PTFAX | |
| Total Expense Ratio | 1.51 | 1.53 | 99% |
| Annual Report Gross Expense Ratio | 1.77 | 1.53 | 116% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 5.237 | 9.811 | 53% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 374M | 725% |
| Annual Yield % from dividends | 3.39 | 2.56 | 132% |
| Returns for 1 year | 5.71 | 9.29 | 62% |
| Returns for 3 years | 6.18 | 2.25 | 274% |
| Returns for 5 years | 1.09 | 10.81 | 10% |
| Returns for 10 years | 16.99 | 3.70 | 459% |