| 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 | 1.981 | -0.205 | -965% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 855M | 42.9M | 1,993% |
| Annual Yield % from dividends | 4.08 | 6.36 | 64% |
| Returns for 1 year | 11.70 | 4.10 | 286% |
| Returns for 3 years | 24.63 | 19.36 | 127% |
| Returns for 5 years | 14.76 | N/A | - |
| Returns for 10 years | 67.30 | 72.04 | 93% |