| ANZAX | MCOAX | ANZAX / MCOAX | |
| Total Expense Ratio | 0.96 | 0.93 | 103% |
| Annual Report Gross Expense Ratio | 1.09 | 0.93 | 117% |
| Fund Existence | 16 years | 31 years | - |
| Gain YTD | 20.520 | 20.331 | 101% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.71B | 1.89B | 90% |
| Annual Yield % from dividends | 1.07 | 2.01 | 53% |
| Returns for 1 year | 30.82 | 25.69 | 120% |
| Returns for 3 years | 57.21 | 44.45 | 129% |
| Returns for 5 years | 14.06 | 10.43 | 135% |
| Returns for 10 years | 93.17 | 81.06 | 115% |