IBALX | RLBBX | IBALX / RLBBX | |
Total Expense Ratio | 0.97 | 1.32 | 73% |
Annual Report Gross Expense Ratio | 0.97 | 1.32 | 73% |
Fund Existence | 31 years | 23 years | - |
Gain YTD | 7.789 | 9.234 | 84% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.46B | 256B | 1% |
Annual Yield % from dividends | 1.49 | 1.16 | 128% |
Returns for 1 year | 4.13 | 7.14 | 58% |
Returns for 3 years | 19.57 | 27.06 | 72% |
Returns for 5 years | 22.79 | 33.77 | 67% |
Returns for 10 years | 53.91 | 59.09 | 91% |