| EKSAX | HBLIX | EKSAX / HBLIX | |
| Total Expense Ratio | 0.95 | 0.65 | 146% |
| Annual Report Gross Expense Ratio | 1.19 | 0.65 | 183% |
| Fund Existence | 39 years | 16 years | - |
| Gain YTD | 14.373 | 9.852 | 146% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 359M | 11.7B | 3% |
| Annual Yield % from dividends | 4.90 | 3.51 | 140% |
| Returns for 1 year | 14.69 | 3.94 | 373% |
| Returns for 3 years | 44.31 | 19.42 | 228% |
| Returns for 5 years | 34.57 | 15.56 | 222% |
| Returns for 10 years | 67.61 | 50.09 | 135% |