| 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 | 24 years | - |
| Gain YTD | 12.164 | 16.889 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 271B | 1% |
| Annual Yield % from dividends | 1.36 | 1.93 | 71% |
| Returns for 1 year | 2.90 | 9.63 | 30% |
| Returns for 3 years | 30.69 | 41.38 | 74% |
| Returns for 5 years | 21.30 | 40.86 | 52% |
| Returns for 10 years | 60.93 | 77.79 | 78% |