| 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 | 8.636 | 6.667 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 1.8B | 8,352% |
| Annual Yield % from dividends | 3.36 | 1.80 | 187% |
| Returns for 1 year | 4.95 | 0.73 | 676% |
| Returns for 3 years | 38.46 | 32.97 | 117% |
| Returns for 5 years | 27.94 | 0.15 | 18,686% |
| Returns for 10 years | 82.16 | 35.64 | 231% |