IBALX | RLBAX | IBALX / RLBAX | |
Total Expense Ratio | 0.97 | 1.31 | 74% |
Annual Report Gross Expense Ratio | 0.97 | 1.31 | 74% |
Fund Existence | 31 years | 23 years | - |
Gain YTD | 5.855 | 7.651 | 77% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.43B | 252B | 1% |
Annual Yield % from dividends | 1.51 | 1.18 | 128% |
Returns for 1 year | 3.61 | 7.00 | 52% |
Returns for 3 years | 27.19 | 32.45 | 84% |
Returns for 5 years | 27.00 | 37.04 | 73% |
Returns for 10 years | 52.37 | 58.01 | 90% |