| CLBCX | SVBAX | CLBCX / SVBAX | |
| Total Expense Ratio | 1.35 | 1.02 | 132% |
| Annual Report Gross Expense Ratio | 1.35 | 1.03 | 131% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 9.546 | 11.478 | 83% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 6.97B | 4,063% |
| Annual Yield % from dividends | 1.09 | 1.44 | 75% |
| Returns for 1 year | 11.76 | 8.48 | 139% |
| Returns for 3 years | 41.73 | 39.83 | 105% |
| Returns for 5 years | 30.74 | 29.02 | 106% |
| Returns for 10 years | 79.93 | 96.32 | 83% |