| CLBCX | IBALX | CLBCX / IBALX | |
| Total Expense Ratio | 1.35 | 0.95 | 142% |
| Annual Report Gross Expense Ratio | 1.35 | 0.95 | 142% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 9.546 | 6.256 | 153% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 1.53B | 18,557% |
| Annual Yield % from dividends | 1.09 | 1.43 | 76% |
| Returns for 1 year | 11.76 | 6.92 | 170% |
| Returns for 3 years | 41.73 | 29.68 | 141% |
| Returns for 5 years | 30.74 | 13.53 | 227% |
| Returns for 10 years | 79.93 | 61.23 | 131% |