| 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 | 20.434 | 12.054 | 170% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.1M | 88.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.62 | - |
| Returns for 1 year | 33.77 | 20.37 | 166% |
| Returns for 3 years | 64.64 | 37.13 | 174% |
| Returns for 5 years | 25.63 | -3.23 | -793% |
| Returns for 10 years | 200.97 | 87.73 | 229% |