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 | 23 years | - |
Gain YTD | 13.292 | 14.418 | 92% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 500000 | 250 | 200,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.34B | 135B | 1% |
Annual Yield % from dividends | 1.36 | 0.69 | 198% |
Returns for 1 year | 6.05 | 9.69 | 62% |
Returns for 3 years | 14.15 | 31.21 | 45% |
Returns for 5 years | -2.19 | 15.94 | -14% |
Returns for 10 years | 25.66 | 37.07 | 69% |