| CIMAX | IVAEX | CIMAX / IVAEX | |
| Total Expense Ratio | 0.59 | 0.87 | 68% |
| Annual Report Gross Expense Ratio | 0.59 | 0.87 | 68% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 10.581 | 8.806 | 120% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.85B | 7,983% |
| Annual Yield % from dividends | 3.40 | 1.82 | 187% |
| Returns for 1 year | 9.33 | 5.57 | 167% |
| Returns for 3 years | 42.31 | 37.88 | 112% |
| Returns for 5 years | 30.63 | 3.00 | 1,022% |
| Returns for 10 years | 81.49 | 32.66 | 249% |