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BILPX vs CMRGX
BILPX vs CMRGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BILPX has more cash in the bank: 4.85B vs. CMRGX (2.6M). BILPX pays higher dividends than CMRGX: BILPX (4.22) vs CMRGX (1.34). BILPX was incepted earlier than CMRGX: BILPX (18 years) vs CMRGX (2 years). CMRGX (12.31) is less costly to investors than BILPX (1.37). CMRGX is a more actively managed with annual turnover of: 136.00 vs. BILPX (32.00). CMRGX has a lower initial minimum investment than BILPX: CMRGX (1000000) vs BILPX (2000000). CMRGX annual gain was more profitable for investors over the last year : 7.23 vs. BILPX (5.87).
| BILPX | CMRGX | BILPX / CMRGX | |
| Total Expense Ratio | 1.29 | 1.91 | 68% |
| Annual Report Gross Expense Ratio | 1.37 | 12.31 | 11% |
| Fund Existence | 18 years | 2 years | - |
| Gain YTD | 6.402 | 7.302 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 2.6M | 186,175% |
| Annual Yield % from dividends | 4.22 | 1.34 | 315% |
| Returns for 1 year | 5.87 | 7.23 | 81% |
| Returns for 3 years | 11.65 | N/A | - |
| Returns for 5 years | 16.45 | N/A | - |
| Returns for 10 years | 22.56 | N/A | - |