IBALX | RLBFX | IBALX / RLBFX | |
Total Expense Ratio | 0.97 | 0.29 | 334% |
Annual Report Gross Expense Ratio | 0.97 | 0.29 | 334% |
Fund Existence | 31 years | 23 years | - |
Gain YTD | 10.790 | 14.890 | 72% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.5B | 265B | 1% |
Annual Yield % from dividends | 1.39 | 2.00 | 69% |
Returns for 1 year | 3.57 | 9.05 | 39% |
Returns for 3 years | 38.85 | 51.85 | 75% |
Returns for 5 years | 23.88 | 43.90 | 54% |
Returns for 10 years | 61.81 | 78.80 | 78% |