| 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 | 8.919 | 5.436 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 88.9M | 342% |
| Annual Yield % from dividends | 3.90 | 4.84 | 81% |
| Returns for 1 year | 29.66 | 53.03 | 56% |
| Returns for 3 years | 61.36 | 84.69 | 72% |
| Returns for 5 years | 73.42 | 86.98 | 84% |
| Returns for 10 years | 153.39 | 132.62 | 116% |