| 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 | 4.149 | 2.756 | 151% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.85B | 7,522% |
| Annual Yield % from dividends | 3.51 | 1.29 | 272% |
| Returns for 1 year | 12.41 | 7.97 | 156% |
| Returns for 3 years | 31.02 | 30.59 | 101% |
| Returns for 5 years | 34.49 | 6.89 | 501% |
| Returns for 10 years | 94.29 | 31.10 | 303% |