| HBLAX | UCMCX | HBLAX / UCMCX | |
| Total Expense Ratio | 0.89 | 1.18 | 75% |
| Annual Report Gross Expense Ratio | 0.89 | 1.31 | 68% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 8.434 | 11.640 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 185M | 6,270% |
| Annual Yield % from dividends | 3.29 | 1.70 | 193% |
| Returns for 1 year | 3.08 | 10.76 | 29% |
| Returns for 3 years | 16.50 | 19.77 | 83% |
| Returns for 5 years | 12.57 | 8.65 | 145% |
| Returns for 10 years | 43.20 | 32.37 | 133% |