BALPX | WCERX | BALPX / WCERX | |
Total Expense Ratio | 1.51 | 1.85 | 82% |
Annual Report Gross Expense Ratio | 1.60 | 1.95 | 82% |
Fund Existence | 18 years | 8 years | - |
Gain YTD | 5.468 | 4.489 | 122% |
Front Load | 5% | 6% | 95% |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.58B | 134M | 3,416% |
Annual Yield % from dividends | 1.34 | 3.72 | 36% |
Returns for 1 year | 6.74 | 3.91 | 172% |
Returns for 3 years | 12.70 | 13.34 | 95% |
Returns for 5 years | 12.50 | 17.39 | 72% |
Returns for 10 years | -28.06 | N/A | - |