| CIMAX | IVAEX | CIMAX / IVAEX | |
| Total Expense Ratio | 0.59 | 0.87 | 68% |
| Annual Report Gross Expense Ratio | 0.59 | 0.87 | 68% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 6.886 | 7.147 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 1.85B | 7,838% |
| Annual Yield % from dividends | 3.48 | 1.81 | 192% |
| Returns for 1 year | 6.82 | 4.66 | 147% |
| Returns for 3 years | 33.84 | 32.49 | 104% |
| Returns for 5 years | 26.46 | 2.08 | 1,275% |
| Returns for 10 years | 76.00 | 32.46 | 234% |