| BALCX | TSHIX | BALCX / TSHIX | |
| Total Expense Ratio | 1.31 | 0.72 | 182% |
| Annual Report Gross Expense Ratio | 1.31 | 0.73 | 179% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 2.396 | 1.498 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 873M | 30,928% |
| Annual Yield % from dividends | 1.25 | 3.34 | 37% |
| Returns for 1 year | 10.51 | 14.80 | 71% |
| Returns for 3 years | 33.72 | 40.90 | 82% |
| Returns for 5 years | 31.49 | 48.04 | 66% |
| Returns for 10 years | 79.52 | 138.40 | 57% |