| SBHCX | WCMLX | SBHCX / WCMLX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 2.46 | 1.79 | 137% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 5.183 | 7.621 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.9M | 44.4M | 225% |
| Annual Yield % from dividends | 0.19 | 0.00 | - |
| Returns for 1 year | -7.31 | -1.14 | 639% |
| Returns for 3 years | 15.13 | 21.83 | 69% |
| Returns for 5 years | 15.03 | 1.99 | 755% |
| Returns for 10 years | N/A | N/A | - |