| COSZX | FINVX | COSZX / FINVX | |
| Total Expense Ratio | 0.91 | 0.01 | 9,100% |
| Annual Report Gross Expense Ratio | 0.94 | 0.01 | 9,400% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 41.350 | 39.178 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79B | 16.3B | 36% |
| Annual Yield % from dividends | 2.66 | 3.34 | 80% |
| Returns for 1 year | 37.15 | 34.00 | 109% |
| Returns for 3 years | 70.78 | 76.67 | 92% |
| Returns for 5 years | 78.42 | 97.54 | 80% |
| Returns for 10 years | 100.76 | 115.88 | 87% |