BALFX | MRBPX | BALFX / MRBPX | |
Total Expense Ratio | 0.61 | 1.19 | 51% |
Annual Report Gross Expense Ratio | 0.61 | 1.20 | 51% |
Fund Existence | 25 years | 23 years | - |
Gain YTD | 11.360 | 6.885 | 165% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 100 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 259B | 1.72B | 15,093% |
Annual Yield % from dividends | 1.77 | 2.50 | 71% |
Returns for 1 year | 9.94 | 4.32 | 230% |
Returns for 3 years | 39.77 | 34.54 | 115% |
Returns for 5 years | 39.60 | 14.46 | 274% |
Returns for 10 years | 75.07 | 24.75 | 303% |