| CSPAX | TAVZX | CSPAX / TAVZX | |
| Total Expense Ratio | 1.06 | 1.10 | 96% |
| Annual Report Gross Expense Ratio | 1.06 | 1.13 | 94% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 12.956 | 31.228 | 41% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.3B | 856M | 9,731% |
| Annual Yield % from dividends | 0.55 | 2.07 | 26% |
| Returns for 1 year | 6.57 | 18.92 | 35% |
| Returns for 3 years | 30.24 | 37.47 | 81% |
| Returns for 5 years | 2.17 | 105.73 | 2% |
| Returns for 10 years | 62.26 | N/A | - |