| ANZCX | MCOAX | ANZCX / MCOAX | |
| Total Expense Ratio | 1.73 | 0.93 | 186% |
| Annual Report Gross Expense Ratio | 1.83 | 0.93 | 197% |
| Fund Existence | 16 years | 31 years | - |
| Gain YTD | 20.089 | 20.331 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 1.71B | 1.89B | 90% |
| Annual Yield % from dividends | 0.40 | 2.01 | 20% |
| Returns for 1 year | 30.04 | 25.69 | 117% |
| Returns for 3 years | 54.28 | 44.45 | 122% |
| Returns for 5 years | 10.53 | 10.43 | 101% |
| Returns for 10 years | 82.03 | 81.06 | 101% |