| CLBCX | SVBAX | CLBCX / SVBAX | |
| Total Expense Ratio | 1.35 | 1.03 | 131% |
| Annual Report Gross Expense Ratio | 1.35 | 1.04 | 130% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 15.169 | 13.357 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 6.24B | 4,294% |
| Annual Yield % from dividends | 1.06 | 1.51 | 70% |
| Returns for 1 year | 10.15 | 12.74 | 80% |
| Returns for 3 years | 46.28 | 49.88 | 93% |
| Returns for 5 years | 40.85 | 46.57 | 88% |
| Returns for 10 years | 73.71 | 94.42 | 78% |