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 | 23 years | - |
Gain YTD | 10.912 | 10.539 | 104% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 500000 | 250 | 200,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.34B | 133B | 1% |
Annual Yield % from dividends | 1.40 | 1.02 | 137% |
Returns for 1 year | 2.27 | 3.95 | 57% |
Returns for 3 years | 14.17 | 25.40 | 56% |
Returns for 5 years | 2.82 | 18.57 | 15% |
Returns for 10 years | 19.30 | 28.01 | 69% |