CIRCX | IVAEX | CIRCX / IVAEX | |
Total Expense Ratio | 1.37 | 0.81 | 169% |
Annual Report Gross Expense Ratio | 1.37 | 0.81 | 169% |
Fund Existence | 23 years | 18 years | - |
Gain YTD | 12.625 | 10.666 | 118% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 116B | 1.83B | 6,353% |
Annual Yield % from dividends | 2.25 | 1.39 | 162% |
Returns for 1 year | 14.86 | 6.54 | 227% |
Returns for 3 years | 32.24 | 23.59 | 137% |
Returns for 5 years | 50.30 | 26.66 | 189% |
Returns for 10 years | 70.43 | 7.24 | 973% |