The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CLIFX | MVCAX | CLIFX / MVCAX | |
| Total Expense Ratio | 0.90 | 0.97 | 93% |
| Annual Report Gross Expense Ratio | 1.17 | 0.98 | 119% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 21.291 | 15.796 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 17.3B | 1% |
| Annual Yield % from dividends | 1.06 | 1.08 | 97% |
| Returns for 1 year | 25.62 | 10.00 | 256% |
| Returns for 3 years | 61.36 | 24.07 | 255% |
| Returns for 5 years | 47.95 | 15.58 | 308% |
| Returns for 10 years | 140.73 | 82.78 | 170% |