BALCX | SVBAX | BALCX / SVBAX | |
Total Expense Ratio | 1.31 | 1.03 | 127% |
Annual Report Gross Expense Ratio | 1.31 | 1.04 | 126% |
Fund Existence | 24 years | 33 years | - |
Gain YTD | 7.684 | 6.747 | 114% |
Front Load | N/A | 5% | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 252B | 5.92B | 4,255% |
Annual Yield % from dividends | 1.19 | 1.56 | 76% |
Returns for 1 year | 7.03 | 7.11 | 99% |
Returns for 3 years | 32.51 | 39.57 | 82% |
Returns for 5 years | 37.14 | 47.35 | 78% |
Returns for 10 years | 58.16 | 80.92 | 72% |