| CBSAX | JDMAX | CBSAX / JDMAX | |
| Total Expense Ratio | 1.12 | 1.14 | 98% |
| Annual Report Gross Expense Ratio | 1.15 | 1.14 | 101% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 14.834 | 5.674 | 261% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 23.4B | 8% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | -6.03 | -5.84 | 103% |
| Returns for 3 years | 45.23 | 6.48 | 698% |
| Returns for 5 years | -11.32 | -10.58 | 107% |
| Returns for 10 years | 6.31 | 58.78 | 11% |