BIICX | CAPAX | BIICX / CAPAX | |
Total Expense Ratio | 0.57 | 0.89 | 64% |
Annual Report Gross Expense Ratio | 0.68 | 1.10 | 62% |
Fund Existence | 18 years | 37 years | - |
Gain YTD | 9.802 | 9.358 | 105% |
Front Load | N/A | 5% | - |
Min. Initial Investment | 2000000 | 1500 | 133,333% |
Min. Initial Investment IRA | N/A | 250 | - |
Net Assets | 10.6B | 676M | 1,568% |
Annual Yield % from dividends | 5.72 | 3.39 | 169% |
Returns for 1 year | 8.23 | 8.53 | 96% |
Returns for 3 years | 36.72 | 38.51 | 95% |
Returns for 5 years | 29.29 | 36.56 | 80% |
Returns for 10 years | 64.15 | 68.42 | 94% |