BALPX | HMEZX | BALPX / HMEZX | |
Total Expense Ratio | 1.51 | 2.14 | 71% |
Annual Report Gross Expense Ratio | 1.60 | 2.39 | 67% |
Fund Existence | 18 years | 9 years | - |
Gain YTD | 6.107 | 3.550 | 172% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.82B | 1.11B | 435% |
Annual Yield % from dividends | 1.34 | 5.07 | 27% |
Returns for 1 year | 6.27 | 5.89 | 107% |
Returns for 3 years | 12.66 | 16.27 | 78% |
Returns for 5 years | 15.53 | 18.28 | 85% |
Returns for 10 years | 18.98 | N/A | - |