BALPX | CMRCX | BALPX / CMRCX | |
Total Expense Ratio | 1.51 | 2.91 | 52% |
Annual Report Gross Expense Ratio | 1.60 | 13.31 | 12% |
Fund Existence | 18 years | 2 years | - |
Gain YTD | 5.468 | 4.569 | 120% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.58B | 2.12M | 215,740% |
Annual Yield % from dividends | 1.34 | 0.41 | 328% |
Returns for 1 year | 6.74 | 6.21 | 109% |
Returns for 3 years | 12.70 | N/A | - |
Returns for 5 years | 12.50 | N/A | - |
Returns for 10 years | -28.06 | -55.35 | 51% |