The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CLBCX | MPBLX | CLBCX / MPBLX | |
| Total Expense Ratio | 1.35 | 0.87 | 155% |
| Annual Report Gross Expense Ratio | 1.35 | 0.90 | 150% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 9.198 | 9.386 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 468M | 60,470% |
| Annual Yield % from dividends | 1.08 | 2.86 | 38% |
| Returns for 1 year | 9.55 | 10.57 | 90% |
| Returns for 3 years | 39.74 | 41.36 | 96% |
| Returns for 5 years | 28.34 | 14.27 | 199% |
| Returns for 10 years | 79.50 | 62.38 | 127% |