| CLBCX | SFAAX | CLBCX / SFAAX | |
| Total Expense Ratio | 1.35 | 1.06 | 127% |
| Annual Report Gross Expense Ratio | 1.35 | 1.07 | 126% |
| Fund Existence | 24 years | 40 years | - |
| Gain YTD | 8.102 | 6.667 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.22B | 23,626% |
| Annual Yield % from dividends | 1.07 | 0.91 | 118% |
| Returns for 1 year | 11.19 | 2.56 | 437% |
| Returns for 3 years | 36.50 | 8.25 | 443% |
| Returns for 5 years | 29.80 | -5.20 | -573% |
| Returns for 10 years | 78.55 | 45.53 | 173% |