| CIMAX | IVAEX | CIMAX / IVAEX | |
| Total Expense Ratio | 0.59 | 0.87 | 68% |
| Annual Report Gross Expense Ratio | 0.59 | 0.87 | 68% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 16.252 | 16.472 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.81B | 7,726% |
| Annual Yield % from dividends | 3.57 | 1.34 | 267% |
| Returns for 1 year | 11.65 | 8.13 | 143% |
| Returns for 3 years | 32.06 | 27.04 | 119% |
| Returns for 5 years | 43.31 | 18.47 | 235% |
| Returns for 10 years | 85.90 | 20.68 | 415% |