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 | 8.597 | 7.628 | 113% |
Front Load | N/A | 5% | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 254B | 5.96B | 4,261% |
Annual Yield % from dividends | 1.19 | 1.56 | 76% |
Returns for 1 year | 9.43 | 10.33 | 91% |
Returns for 3 years | 32.20 | 38.58 | 83% |
Returns for 5 years | 35.43 | 45.11 | 79% |
Returns for 10 years | 58.21 | 81.44 | 71% |