| APPIX | CIBFX | APPIX / CIBFX | |
| Total Expense Ratio | 1.02 | 0.66 | 155% |
| Annual Report Gross Expense Ratio | 1.44 | 0.66 | 218% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 15.693 | 16.615 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.7M | 119B | 0% |
| Annual Yield % from dividends | 4.67 | 2.86 | 164% |
| Returns for 1 year | 14.09 | 12.98 | 109% |
| Returns for 3 years | 31.37 | 36.60 | 86% |
| Returns for 5 years | 38.55 | 46.10 | 84% |
| Returns for 10 years | 67.82 | 60.73 | 112% |