| 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 | 4 years | - |
| Gain YTD | 9.928 | 3.288 | 302% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 42.3M | 1,995% |
| Annual Yield % from dividends | 4.05 | 6.41 | 63% |
| Returns for 1 year | 8.97 | 3.43 | 262% |
| Returns for 3 years | 27.67 | 25.93 | 107% |
| Returns for 5 years | 16.58 | N/A | - |
| Returns for 10 years | 56.23 | 56.67 | 99% |