| CTHEX | HBLCX | CTHEX / HBLCX | |
| Total Expense Ratio | 0.93 | 1.64 | 57% |
| Annual Report Gross Expense Ratio | 0.93 | 1.64 | 57% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 10.604 | 8.749 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 4.9B | 11.8B | 42% |
| Annual Yield % from dividends | 2.79 | 2.58 | 108% |
| Returns for 1 year | 8.85 | 2.65 | 334% |
| Returns for 3 years | 31.76 | 20.95 | 152% |
| Returns for 5 years | 11.98 | 12.78 | 94% |
| Returns for 10 years | 35.70 | 34.57 | 103% |