BALPX | CMRAX | BALPX / CMRAX | |
Total Expense Ratio | 1.51 | 2.16 | 70% |
Annual Report Gross Expense Ratio | 1.60 | 12.56 | 13% |
Fund Existence | 18 years | 2 years | - |
Gain YTD | 6.539 | 9.331 | 70% |
Front Load | 5% | 3% | 191% |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.88B | 2.84M | 171,786% |
Annual Yield % from dividends | 4.09 | 1.04 | 392% |
Returns for 1 year | 5.29 | 6.60 | 80% |
Returns for 3 years | 12.87 | N/A | - |
Returns for 5 years | 13.88 | N/A | - |
Returns for 10 years | 20.13 | -57.63 | -35% |