| 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 | 25 years | - |
| Gain YTD | 1.304 | 1.976 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.6M | 121B | 0% |
| Annual Yield % from dividends | 5.33 | 2.83 | 188% |
| Returns for 1 year | 7.96 | 17.86 | 45% |
| Returns for 3 years | 20.74 | 32.68 | 63% |
| Returns for 5 years | 13.61 | 40.18 | 34% |
| Returns for 10 years | 75.83 | 74.77 | 101% |