BIICX | CAPFX | BIICX / CAPFX | |
Total Expense Ratio | 0.57 | 0.90 | 63% |
Annual Report Gross Expense Ratio | 0.68 | 1.10 | 62% |
Fund Existence | 17 years | 29 years | - |
Gain YTD | 4.571 | 1.751 | 261% |
Front Load | N/A | 1% | - |
Min. Initial Investment | 2000000 | 1500 | 133,333% |
Min. Initial Investment IRA | N/A | 250 | - |
Net Assets | 10.4B | 650M | 1,600% |
Annual Yield % from dividends | 5.99 | 3.34 | 180% |
Returns for 1 year | 8.87 | 7.47 | 119% |
Returns for 3 years | 20.34 | 17.09 | 119% |
Returns for 5 years | 27.34 | 32.05 | 85% |
Returns for 10 years | 54.03 | 50.76 | 106% |