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 | 5.468 | 4.375 | 125% |
Front Load | 5% | 6% | 91% |
Min. Initial Investment | 1000 | 5000 | 20% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.58B | 243M | 1,884% |
Annual Yield % from dividends | 1.34 | 8.25 | 16% |
Returns for 1 year | 6.74 | 8.99 | 75% |
Returns for 3 years | 12.70 | 14.45 | 88% |
Returns for 5 years | 12.50 | 7.39 | 169% |
Returns for 10 years | -28.06 | -8.53 | 329% |