| 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 | 7.915 | 4.993 | 159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.49B | 19,076% |
| Annual Yield % from dividends | 1.08 | 1.41 | 77% |
| Returns for 1 year | 5.85 | 2.71 | 216% |
| Returns for 3 years | 38.25 | 26.28 | 146% |
| Returns for 5 years | 28.28 | 12.15 | 233% |
| Returns for 10 years | 81.07 | 62.77 | 129% |