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 | 8.712 | 10.795 | 81% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.47B | 259B | 1% |
Annual Yield % from dividends | 1.47 | 1.15 | 128% |
Returns for 1 year | 4.84 | 9.11 | 53% |
Returns for 3 years | 29.59 | 37.13 | 80% |
Returns for 5 years | 22.45 | 35.40 | 63% |
Returns for 10 years | 61.28 | 67.75 | 90% |