| AAAPX | CIRCX | AAAPX / CIRCX | |
| Total Expense Ratio | 1.89 | 1.37 | 138% |
| Annual Report Gross Expense Ratio | 2.01 | 1.37 | 147% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 10.358 | 7.392 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.84B | 128B | 4% |
| Annual Yield % from dividends | 1.15 | 1.98 | 58% |
| Returns for 1 year | 15.22 | 10.52 | 145% |
| Returns for 3 years | 34.10 | 37.85 | 90% |
| Returns for 5 years | 21.49 | 33.87 | 63% |
| Returns for 10 years | 86.77 | 85.31 | 102% |