| CLARX | CSZIX | CLARX / CSZIX | |
| Total Expense Ratio | 1.18 | 0.75 | 157% |
| Annual Report Gross Expense Ratio | 1.44 | 0.75 | 192% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 13.061 | 10.705 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 9.6B | 2% |
| Annual Yield % from dividends | 2.39 | 1.89 | 126% |
| Returns for 1 year | 10.40 | 8.62 | 121% |
| Returns for 3 years | 28.34 | 34.40 | 82% |
| Returns for 5 years | -22.75 | 6.27 | -363% |
| Returns for 10 years | -39.40 | 65.77 | -60% |