| BLUIX | CLBCX | BLUIX / CLBCX | |
| Total Expense Ratio | 1.33 | 1.35 | 99% |
| Annual Report Gross Expense Ratio | 1.29 | 1.35 | 96% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 10.875 | 8.102 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 288B | 0% |
| Annual Yield % from dividends | 0.51 | 1.07 | 48% |
| Returns for 1 year | 18.06 | 11.19 | 161% |
| Returns for 3 years | 48.62 | 36.50 | 133% |
| Returns for 5 years | 39.05 | 29.80 | 131% |
| Returns for 10 years | N/A | 78.55 | - |