| BLUEX | CPCLX | BLUEX / CPCLX | |
| Total Expense Ratio | 1.17 | 3.05 | 38% |
| Annual Report Gross Expense Ratio | 1.25 | 3.05 | 41% |
| Fund Existence | 36 years | 10 years | - |
| Gain YTD | -0.399 | 6.433 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.7M | 1.12B | 8% |
| Annual Yield % from dividends | 0.32 | 0.51 | 62% |
| Returns for 1 year | -1.25 | 0.05 | -2,618% |
| Returns for 3 years | 15.78 | 18.17 | 87% |
| Returns for 5 years | -2.96 | 21.88 | -14% |
| Returns for 10 years | 10.39 | 69.15 | 15% |