BALCX | TSUMX | BALCX / TSUMX | |
Total Expense Ratio | 1.31 | 0.71 | 185% |
Annual Report Gross Expense Ratio | 1.31 | 1.17 | 112% |
Fund Existence | 24 years | 6 years | - |
Gain YTD | 7.684 | 9.697 | 79% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 2500000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 252B | 93.3M | 270,096% |
Annual Yield % from dividends | 1.19 | 2.13 | 56% |
Returns for 1 year | 7.03 | 9.09 | 77% |
Returns for 3 years | 32.51 | 37.78 | 86% |
Returns for 5 years | 37.14 | 34.78 | 107% |
Returns for 10 years | 58.16 | N/A | - |