| 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 | 8.191 | 10.862 | 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 | 1.93 | 71% |
| Returns for 1 year | 6.56 | 9.43 | 70% |
| Returns for 3 years | 34.17 | 38.80 | 88% |
| Returns for 5 years | 20.82 | 36.27 | 57% |
| Returns for 10 years | 60.77 | 77.06 | 79% |