| AORSX | HBLAX | AORSX / HBLAX | |
| Total Expense Ratio | 1.31 | 0.89 | 147% |
| Annual Report Gross Expense Ratio | 1.31 | 0.89 | 147% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 7.802 | 8.434 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.08B | 11.6B | 9% |
| Annual Yield % from dividends | 2.22 | 3.29 | 68% |
| Returns for 1 year | 6.91 | 3.08 | 225% |
| Returns for 3 years | 18.59 | 16.50 | 113% |
| Returns for 5 years | 4.99 | 12.57 | 40% |
| Returns for 10 years | 24.38 | 43.20 | 56% |