| CBHCX | PTFAX | CBHCX / PTFAX | |
| Total Expense Ratio | 1.51 | 1.53 | 99% |
| Annual Report Gross Expense Ratio | 1.68 | 1.53 | 110% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 5.486 | 5.534 | 99% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.68B | 366M | 731% |
| Annual Yield % from dividends | 3.40 | 2.63 | 129% |
| Returns for 1 year | 6.68 | 3.37 | 198% |
| Returns for 3 years | 6.45 | -2.18 | -296% |
| Returns for 5 years | 3.45 | 10.06 | 34% |
| Returns for 10 years | 16.39 | -1.27 | -1,294% |