| CARYX | HCYIX | CARYX / HCYIX | |
| Total Expense Ratio | 0.77 | 1.04 | 74% |
| Annual Report Gross Expense Ratio | 0.77 | 1.26 | 61% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 8.835 | 3.008 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.59B | 133M | 1,948% |
| Annual Yield % from dividends | 2.66 | 4.12 | 65% |
| Returns for 1 year | 16.97 | 5.92 | 287% |
| Returns for 3 years | 40.03 | 25.34 | 158% |
| Returns for 5 years | 9.82 | 18.45 | 53% |
| Returns for 10 years | 42.34 | 57.37 | 74% |