| CVISX | SBHSX | CVISX / SBHSX | |
| Total Expense Ratio | 1.35 | 1.20 | 113% |
| Annual Report Gross Expense Ratio | 1.40 | 1.80 | 78% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 16.211 | 8.617 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 81.7M | 441% |
| Annual Yield % from dividends | 3.66 | 4.52 | 81% |
| Returns for 1 year | 14.22 | 26.24 | 54% |
| Returns for 3 years | 51.08 | 82.32 | 62% |
| Returns for 5 years | 62.91 | 72.04 | 87% |
| Returns for 10 years | 132.79 | 110.21 | 120% |