BALPX | EMAAX | BALPX / EMAAX | |
Total Expense Ratio | 1.51 | 1.87 | 81% |
Annual Report Gross Expense Ratio | 1.60 | 1.87 | 86% |
Fund Existence | 18 years | 24 years | - |
Gain YTD | 6.215 | 10.905 | 57% |
Front Load | 5% | 6% | 91% |
Min. Initial Investment | 1000 | 1000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.82B | 51.7M | 9,321% |
Annual Yield % from dividends | 1.34 | 0.63 | 215% |
Returns for 1 year | 6.49 | 11.50 | 56% |
Returns for 3 years | 13.01 | 18.05 | 72% |
Returns for 5 years | 16.03 | 22.31 | 72% |
Returns for 10 years | 19.10 | 24.98 | 76% |