| IBALX | RLBCX | IBALX / RLBCX | |
| Total Expense Ratio | 0.97 | 0.89 | 109% |
| Annual Report Gross Expense Ratio | 0.97 | 0.89 | 109% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 12.164 | 16.253 | 75% |
| 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 | 1.44 | 95% |
| Returns for 1 year | 2.90 | 8.93 | 32% |
| Returns for 3 years | 30.69 | 39.00 | 79% |
| Returns for 5 years | 21.30 | 37.26 | 57% |
| Returns for 10 years | 60.93 | 71.11 | 86% |