| 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 | 23 years | - |
| Gain YTD | 12.462 | 15.928 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 268B | 1% |
| Annual Yield % from dividends | 1.37 | 1.46 | 93% |
| Returns for 1 year | 4.04 | 9.58 | 42% |
| Returns for 3 years | 34.22 | 42.30 | 81% |
| Returns for 5 years | 23.40 | 39.44 | 59% |
| Returns for 10 years | 64.86 | 74.61 | 87% |