| CLBCX | JBAVX | CLBCX / JBAVX | |
| Total Expense Ratio | 1.35 | 0.66 | 205% |
| Annual Report Gross Expense Ratio | 1.35 | 0.67 | 201% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 8.958 | 10.672 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,173% |
| Annual Yield % from dividends | 1.10 | 1.76 | 62% |
| Returns for 1 year | 15.81 | 11.99 | 132% |
| Returns for 3 years | 41.06 | 40.60 | 101% |
| Returns for 5 years | 32.72 | 34.42 | 95% |
| Returns for 10 years | 86.46 | 111.66 | 77% |