| CSRIX | SOIAX | CSRIX / SOIAX | |
| Total Expense Ratio | 0.75 | 1.30 | 58% |
| Annual Report Gross Expense Ratio | 0.76 | 1.30 | 58% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 4.222 | 1.627 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92B | 68.1M | 11,628% |
| Annual Yield % from dividends | 3.09 | 10.51 | 29% |
| Returns for 1 year | -3.43 | -4.54 | 76% |
| Returns for 3 years | 17.82 | 15.25 | 117% |
| Returns for 5 years | 30.87 | 28.04 | 110% |
| Returns for 10 years | 38.73 | N/A | - |