CIMAX | IVAEX | CIMAX / IVAEX | |
Total Expense Ratio | 0.61 | 0.81 | 75% |
Annual Report Gross Expense Ratio | 0.61 | 0.81 | 75% |
Fund Existence | 24 years | 19 years | - |
Gain YTD | 13.908 | 13.923 | 100% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 250 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 138B | 1.82B | 7,587% |
Annual Yield % from dividends | 3.58 | 1.37 | 261% |
Returns for 1 year | 9.36 | 5.76 | 162% |
Returns for 3 years | 40.76 | 34.88 | 117% |
Returns for 5 years | 48.59 | 24.06 | 202% |
Returns for 10 years | 91.76 | 24.91 | 368% |