APPIX | CIBFX | APPIX / CIBFX | |
Total Expense Ratio | 1.02 | 0.66 | 155% |
Annual Report Gross Expense Ratio | 1.44 | 0.66 | 218% |
Fund Existence | 14 years | 24 years | - |
Gain YTD | 4.645 | 3.717 | 125% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 250 | 40,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 54.4M | 110B | 0% |
Annual Yield % from dividends | 5.40 | 3.09 | 175% |
Returns for 1 year | 6.92 | 8.30 | 83% |
Returns for 3 years | 5.18 | 11.58 | 45% |
Returns for 5 years | 88.19 | 53.97 | 163% |
Returns for 10 years | 34.74 | 36.10 | 96% |