| CLBCX | IBALX | CLBCX / IBALX | |
| Total Expense Ratio | 1.35 | 0.95 | 142% |
| Annual Report Gross Expense Ratio | 1.35 | 0.95 | 142% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 8.958 | 4.930 | 182% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.53B | 18,861% |
| Annual Yield % from dividends | 1.10 | 1.37 | 80% |
| Returns for 1 year | 15.81 | 10.62 | 149% |
| Returns for 3 years | 41.06 | 27.89 | 147% |
| Returns for 5 years | 32.72 | 15.88 | 206% |
| Returns for 10 years | 86.46 | 67.27 | 129% |