| CLBFX | SVBAX | CLBFX / SVBAX | |
| Total Expense Ratio | 0.67 | 1.03 | 65% |
| Annual Report Gross Expense Ratio | 0.67 | 1.04 | 64% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 16.037 | 13.357 | 120% |
| 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 | 1.89 | 1.51 | 125% |
| Returns for 1 year | 11.14 | 12.74 | 87% |
| Returns for 3 years | 50.34 | 49.88 | 101% |
| Returns for 5 years | 47.42 | 46.57 | 102% |
| Returns for 10 years | 90.96 | 94.42 | 96% |