| 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 | 24 years | - |
| Gain YTD | 13.090 | 17.163 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 269B | 1% |
| Annual Yield % from dividends | 1.36 | 1.07 | 128% |
| Returns for 1 year | 3.50 | 10.19 | 34% |
| Returns for 3 years | 33.55 | 41.68 | 80% |
| Returns for 5 years | 22.34 | 36.12 | 62% |
| Returns for 10 years | 65.92 | 72.33 | 91% |