| BALCX | TCSHX | BALCX / TCSHX | |
| Total Expense Ratio | 1.31 | 1.71 | 77% |
| Annual Report Gross Expense Ratio | 1.31 | 1.71 | 77% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 2.396 | 1.420 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 873M | 30,928% |
| Annual Yield % from dividends | 1.25 | 2.44 | 51% |
| Returns for 1 year | 10.51 | 13.85 | 76% |
| Returns for 3 years | 33.72 | 36.93 | 91% |
| Returns for 5 years | 31.49 | 41.63 | 76% |
| Returns for 10 years | 79.52 | 120.25 | 66% |