| BALFX | FRIAX | BALFX / FRIAX | |
| Total Expense Ratio | 0.61 | 0.46 | 133% |
| Annual Report Gross Expense Ratio | 0.61 | 0.47 | 130% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 2.323 | 3.793 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 79.6B | 339% |
| Annual Yield % from dividends | 1.86 | 5.31 | 35% |
| Returns for 1 year | 10.68 | 13.80 | 77% |
| Returns for 3 years | 36.51 | 28.89 | 126% |
| Returns for 5 years | 35.18 | 42.33 | 83% |
| Returns for 10 years | 87.73 | 105.69 | 83% |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IJS | 124.98 | 2.46 | +2.01% |
| iShares S&P Small-Cap 600 Value ETF | |||
| LODI | 25.39 | 0.02 | +0.06% |
| AAM SLC Low Duration Income ETF | |||
| DMO | 11.09 | -0.01 | -0.09% |
| Western Asset Mortgage Opportunity Fund | |||
| FLCO | 21.59 | -0.02 | -0.12% |
| Franklin Investment Grade Corporate ETF | |||
| SCLZ | 54.12 | -0.46 | -0.84% |
| Swan Enhanced Dividend Income ETF | |||