BIICX | CAPAX | BIICX / CAPAX | |
Total Expense Ratio | 0.57 | 0.89 | 64% |
Annual Report Gross Expense Ratio | 0.68 | 1.10 | 62% |
Fund Existence | 17 years | 37 years | - |
Gain YTD | 7.862 | 7.592 | 104% |
Front Load | N/A | 5% | - |
Min. Initial Investment | 2000000 | 1500 | 133,333% |
Min. Initial Investment IRA | N/A | 250 | - |
Net Assets | 10.5B | 670M | 1,567% |
Annual Yield % from dividends | 5.91 | 3.28 | 180% |
Returns for 1 year | 9.29 | 10.30 | 90% |
Returns for 3 years | 23.67 | 24.56 | 96% |
Returns for 5 years | 28.30 | 36.01 | 79% |
Returns for 10 years | 59.61 | 61.72 | 97% |