BIGIX | CEUAX | BIGIX / CEUAX | |
Total Expense Ratio | 0.90 | 0.86 | 105% |
Annual Report Gross Expense Ratio | 1.01 | 0.86 | 117% |
Fund Existence | 26 years | 23 years | - |
Gain YTD | 9.996 | 9.782 | 102% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 500000 | 250 | 200,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.33B | 133B | 1% |
Annual Yield % from dividends | 1.40 | 1.02 | 137% |
Returns for 1 year | 1.32 | 3.44 | 39% |
Returns for 3 years | 17.72 | 27.01 | 66% |
Returns for 5 years | 5.58 | 20.14 | 28% |
Returns for 10 years | 20.33 | 29.76 | 68% |