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 | 8.536 | 6.897 | 124% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 254B | 1.45B | 17,566% |
Annual Yield % from dividends | 1.13 | 1.51 | 75% |
Returns for 1 year | 9.42 | 5.94 | 159% |
Returns for 3 years | 32.73 | 25.84 | 127% |
Returns for 5 years | 36.20 | 25.51 | 142% |
Returns for 10 years | 64.69 | 53.00 | 122% |