| CBUZX | SIIIX | CBUZX / SIIIX | |
| Total Expense Ratio | 0.72 | 1.51 | 48% |
| Annual Report Gross Expense Ratio | 0.72 | 2.18 | 33% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 11.004 | 4.637 | 237% |
| Front Load | N/A | N/A | - |
| 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 | 6.60 | 61% |
| Returns for 1 year | 10.91 | 4.89 | 223% |
| Returns for 3 years | 26.96 | 32.23 | 84% |
| Returns for 5 years | 14.99 | N/A | - |
| Returns for 10 years | 59.37 | N/A | - |