BALCX | IBALX | BALCX / IBALX | |
Total Expense Ratio | 1.31 | 0.97 | 135% |
Annual Report Gross Expense Ratio | 1.31 | 0.97 | 135% |
Fund Existence | 24 years | 31 years | - |
Gain YTD | 7.684 | 5.855 | 131% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 252B | 1.43B | 17,585% |
Annual Yield % from dividends | 1.19 | 1.51 | 79% |
Returns for 1 year | 7.03 | 3.61 | 195% |
Returns for 3 years | 32.51 | 27.19 | 120% |
Returns for 5 years | 37.14 | 27.00 | 138% |
Returns for 10 years | 58.16 | 52.37 | 111% |