| BIVRX | CPCLX | BIVRX / CPCLX | |
| Total Expense Ratio | 3.30 | 3.05 | 108% |
| Annual Report Gross Expense Ratio | 3.32 | 3.05 | 109% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 7.378 | 6.369 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 1.12B | 78% |
| Annual Yield % from dividends | 1.81 | 0.51 | 358% |
| Returns for 1 year | 7.40 | 0.17 | 4,440% |
| Returns for 3 years | -10.90 | 18.58 | -59% |
| Returns for 5 years | 19.00 | 21.81 | 87% |
| Returns for 10 years | N/A | 68.72 | - |