| CSZIX | HLPPX | CSZIX / HLPPX | |
| Total Expense Ratio | 0.75 | 3.03 | 25% |
| Annual Report Gross Expense Ratio | 0.75 | 3.03 | 25% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 0.864 | 2.673 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.33B | 29.2M | 28,527% |
| Annual Yield % from dividends | 3.11 | 1.21 | 258% |
| Returns for 1 year | 3.70 | -11.26 | -33% |
| Returns for 3 years | 13.39 | -10.61 | -126% |
| Returns for 5 years | 20.70 | -18.06 | -115% |
| Returns for 10 years | 72.43 | -22.30 | -325% |