BALPX | DAMDX | BALPX / DAMDX | |
Total Expense Ratio | 1.51 | 2.63 | 57% |
Annual Report Gross Expense Ratio | 1.60 | 2.63 | 61% |
Fund Existence | 18 years | 17 years | - |
Gain YTD | 6.215 | 5.380 | 116% |
Front Load | 5% | 6% | 91% |
Min. Initial Investment | 1000 | 5000 | 20% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.85B | 252M | 1,924% |
Annual Yield % from dividends | 4.11 | 8.13 | 51% |
Returns for 1 year | 5.61 | 8.22 | 68% |
Returns for 3 years | 10.76 | 11.96 | 90% |
Returns for 5 years | 14.77 | 7.98 | 185% |
Returns for 10 years | 19.10 | -6.44 | -296% |