CLBCX | IBALX | CLBCX / IBALX | |
Total Expense Ratio | 1.35 | 0.97 | 139% |
Annual Report Gross Expense Ratio | 1.35 | 0.97 | 139% |
Fund Existence | 23 years | 31 years | - |
Gain YTD | 7.660 | 5.855 | 131% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 252B | 1.43B | 17,585% |
Annual Yield % from dividends | 1.13 | 1.51 | 75% |
Returns for 1 year | 7.04 | 3.61 | 195% |
Returns for 3 years | 33.08 | 27.19 | 122% |
Returns for 5 years | 37.95 | 27.00 | 141% |
Returns for 10 years | 64.69 | 52.37 | 124% |