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 | 4.721 | 132% |
Front Load | 5% | 6% | 91% |
Min. Initial Investment | 1000 | 5000 | 20% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.82B | 247M | 1,951% |
Annual Yield % from dividends | 1.34 | 8.25 | 16% |
Returns for 1 year | 6.49 | 8.12 | 80% |
Returns for 3 years | 13.01 | 14.02 | 93% |
Returns for 5 years | 16.03 | 7.30 | 220% |
Returns for 10 years | 19.10 | -7.05 | -271% |