| 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 | 12.462 | 16.507 | 75% |
| 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 | 1.97 | 70% |
| Returns for 1 year | 4.04 | 10.28 | 39% |
| Returns for 3 years | 34.22 | 44.74 | 76% |
| Returns for 5 years | 23.40 | 43.06 | 54% |
| Returns for 10 years | 64.86 | 81.39 | 80% |