APPIX | CIBFX | APPIX / CIBFX | |
Total Expense Ratio | 1.02 | 0.66 | 155% |
Annual Report Gross Expense Ratio | 1.44 | 0.66 | 218% |
Fund Existence | 15 years | 24 years | - |
Gain YTD | 15.412 | 14.515 | 106% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 250 | 40,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 53.2M | 118B | 0% |
Annual Yield % from dividends | 5.04 | 2.94 | 171% |
Returns for 1 year | 16.73 | 12.50 | 134% |
Returns for 3 years | 24.76 | 29.53 | 84% |
Returns for 5 years | 52.71 | 47.96 | 110% |
Returns for 10 years | 61.53 | 53.31 | 115% |