| CBUZX | SIIAX | CBUZX / SIIAX | |
| Total Expense Ratio | 0.72 | 1.76 | 41% |
| Annual Report Gross Expense Ratio | 0.72 | 2.43 | 30% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 11.004 | 4.497 | 245% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 848M | 42.8M | 1,981% |
| Annual Yield % from dividends | 4.05 | 6.37 | 64% |
| Returns for 1 year | 10.72 | 4.67 | 230% |
| Returns for 3 years | 27.42 | 31.48 | 87% |
| Returns for 5 years | 14.99 | N/A | - |
| Returns for 10 years | 58.94 | 55.86 | 106% |