APPLX | CIBFX | APPLX / CIBFX | |
Total Expense Ratio | 1.21 | 0.66 | 183% |
Annual Report Gross Expense Ratio | 1.69 | 0.66 | 256% |
Fund Existence | 19 years | 24 years | - |
Gain YTD | 10.977 | 11.638 | 94% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 250 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 52.5M | 115B | 0% |
Annual Yield % from dividends | 5.07 | 2.98 | 170% |
Returns for 1 year | 15.63 | 15.11 | 103% |
Returns for 3 years | 26.83 | 31.43 | 85% |
Returns for 5 years | 58.79 | 51.67 | 114% |
Returns for 10 years | 44.05 | 50.68 | 87% |