| 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 | 1.981 | -0.245 | -808% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 855M | 43.3M | 1,975% |
| Annual Yield % from dividends | 4.08 | 6.59 | 62% |
| Returns for 1 year | 11.70 | 4.32 | 271% |
| Returns for 3 years | 24.63 | 20.21 | 122% |
| Returns for 5 years | 14.76 | N/A | - |
| Returns for 10 years | 67.30 | N/A | - |