| CVISX | SBHSX | CVISX / SBHSX | |
| Total Expense Ratio | 1.35 | 1.21 | 112% |
| Annual Report Gross Expense Ratio | 1.44 | 1.72 | 84% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 14.603 | 48.139 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 89M | 324% |
| Annual Yield % from dividends | 3.89 | 6.30 | 62% |
| Returns for 1 year | 14.77 | 48.98 | 30% |
| Returns for 3 years | 51.75 | 87.18 | 59% |
| Returns for 5 years | 64.80 | 84.98 | 76% |
| Returns for 10 years | 104.18 | 101.62 | 103% |