BALCX | MTRCX | BALCX / MTRCX | |
Total Expense Ratio | 1.31 | 1.47 | 89% |
Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
Fund Existence | 24 years | 31 years | - |
Gain YTD | 7.684 | 5.839 | 132% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 252B | 7.74B | 3,254% |
Annual Yield % from dividends | 1.19 | 1.55 | 77% |
Returns for 1 year | 7.03 | 3.03 | 232% |
Returns for 3 years | 32.51 | 11.11 | 293% |
Returns for 5 years | 37.14 | 10.98 | 338% |
Returns for 10 years | 58.16 | 24.29 | 239% |