BIGIX | CEUAX | BIGIX / CEUAX | |
Total Expense Ratio | 0.90 | 0.85 | 106% |
Annual Report Gross Expense Ratio | 1.01 | 0.85 | 119% |
Fund Existence | 26 years | 24 years | - |
Gain YTD | 13.731 | 16.102 | 85% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 500000 | 250 | 200,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.31B | 135B | 1% |
Annual Yield % from dividends | 1.39 | 0.70 | 200% |
Returns for 1 year | 4.31 | 8.09 | 53% |
Returns for 3 years | 7.30 | 25.81 | 28% |
Returns for 5 years | -5.23 | 13.88 | -38% |
Returns for 10 years | 27.37 | 40.79 | 67% |