BIGIX | CEUAX | BIGIX / CEUAX | |
Total Expense Ratio | 0.90 | 0.85 | 106% |
Annual Report Gross Expense Ratio | 1.01 | 0.85 | 119% |
Fund Existence | 26 years | 24 years | - |
Gain YTD | 12.852 | 15.705 | 82% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 500000 | 250 | 200,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.27B | 133B | 1% |
Annual Yield % from dividends | 1.37 | 0.67 | 204% |
Returns for 1 year | 3.41 | 8.54 | 40% |
Returns for 3 years | 17.85 | 36.62 | 49% |
Returns for 5 years | -6.87 | 12.82 | -54% |
Returns for 10 years | 35.32 | 49.25 | 72% |