BALCX | SVBIX | BALCX / SVBIX | |
Total Expense Ratio | 1.31 | 0.73 | 179% |
Annual Report Gross Expense Ratio | 1.31 | 0.74 | 177% |
Fund Existence | 24 years | 23 years | - |
Gain YTD | 8.597 | 7.798 | 110% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 250000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 254B | 5.96B | 4,261% |
Annual Yield % from dividends | 1.19 | 1.84 | 65% |
Returns for 1 year | 9.43 | 10.64 | 89% |
Returns for 3 years | 32.20 | 39.69 | 81% |
Returns for 5 years | 35.43 | 46.87 | 76% |
Returns for 10 years | 58.21 | 85.49 | 68% |