BALCX | IBALX | BALCX / IBALX | |
Total Expense Ratio | 1.31 | 0.97 | 135% |
Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
Fund Existence | 25 years | 31 years | - |
Gain YTD | 13.983 | 10.790 | 130% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 266B | 1.5B | 17,781% |
Annual Yield % from dividends | 1.12 | 1.39 | 81% |
Returns for 1 year | 7.88 | 3.57 | 221% |
Returns for 3 years | 47.51 | 38.85 | 122% |
Returns for 5 years | 37.80 | 23.88 | 158% |
Returns for 10 years | 67.75 | 61.81 | 110% |