| CPCLX | SAOCX | CPCLX / SAOCX | |
| Total Expense Ratio | 3.05 | 2.46 | 124% |
| Annual Report Gross Expense Ratio | 3.05 | 2.56 | 119% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 4.713 | 19.472 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 43.1M | 2,513% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | -1.80 | 20.11 | -9% |
| Returns for 3 years | 16.98 | 30.81 | 55% |
| Returns for 5 years | 18.67 | 31.98 | 58% |
| Returns for 10 years | 63.10 | 27.81 | 227% |