| 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 | 9.117 | 3.003 | 304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 130M | 1,986% |
| Annual Yield % from dividends | 2.64 | 4.09 | 64% |
| Returns for 1 year | 11.89 | 2.30 | 517% |
| Returns for 3 years | 42.67 | 25.96 | 164% |
| Returns for 5 years | 8.88 | 16.50 | 54% |
| Returns for 10 years | 44.77 | 57.98 | 77% |