| 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 | 11 years | - |
| Gain YTD | 26.612 | 39.374 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 84.3M | 337% |
| Annual Yield % from dividends | 3.96 | 6.56 | 60% |
| Returns for 1 year | 19.72 | 38.70 | 51% |
| Returns for 3 years | 73.65 | 80.18 | 92% |
| Returns for 5 years | 95.42 | 89.66 | 106% |
| Returns for 10 years | 128.81 | 89.70 | 144% |