| CAREX | SCWCX | CAREX / SCWCX | |
| Total Expense Ratio | 1.40 | 1.78 | 79% |
| Annual Report Gross Expense Ratio | 2.13 | 1.78 | 120% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 14.494 | 12.850 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.8M | 82.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.04 | - |
| Returns for 1 year | 12.15 | 10.41 | 117% |
| Returns for 3 years | 43.71 | 39.45 | 111% |
| Returns for 5 years | 2.80 | 5.54 | 51% |
| Returns for 10 years | 158.20 | 46.81 | 338% |