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 | 6.897 | 8.565 | 81% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.45B | 254B | 1% |
Annual Yield % from dividends | 1.51 | 1.18 | 128% |
Returns for 1 year | 5.94 | 9.42 | 63% |
Returns for 3 years | 25.84 | 32.14 | 80% |
Returns for 5 years | 25.51 | 35.28 | 72% |
Returns for 10 years | 53.00 | 58.06 | 91% |