| CAREX | CSPAX | CAREX / CSPAX | |
| Total Expense Ratio | 1.30 | 1.04 | 125% |
| Annual Report Gross Expense Ratio | 2.05 | 1.04 | 197% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 19.655 | 12.776 | 154% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.8M | 88.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.62 | - |
| Returns for 1 year | 32.98 | 20.46 | 161% |
| Returns for 3 years | 63.57 | 38.02 | 167% |
| Returns for 5 years | 22.68 | -3.40 | -666% |
| Returns for 10 years | 199.02 | 88.94 | 224% |