| 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 | 13.542 | 4.781 | 283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 79.3M | 444% |
| Annual Yield % from dividends | 3.84 | 4.79 | 80% |
| Returns for 1 year | 10.98 | 21.33 | 51% |
| Returns for 3 years | 51.70 | 76.05 | 68% |
| Returns for 5 years | 57.20 | 65.84 | 87% |
| Returns for 10 years | 135.13 | 109.92 | 123% |