BALPX | HMECX | BALPX / HMECX | |
Total Expense Ratio | 1.51 | 3.14 | 48% |
Annual Report Gross Expense Ratio | 1.60 | 3.39 | 47% |
Fund Existence | 18 years | 9 years | - |
Gain YTD | 5.468 | 2.624 | 208% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.58B | 1.1B | 416% |
Annual Yield % from dividends | 1.34 | 4.32 | 31% |
Returns for 1 year | 6.74 | 4.75 | 142% |
Returns for 3 years | 12.70 | 12.77 | 99% |
Returns for 5 years | 12.50 | 13.19 | 95% |
Returns for 10 years | -28.06 | N/A | - |