AGEAX | BALPX | AGEAX / BALPX | |
Total Expense Ratio | 1.73 | 1.51 | 115% |
Annual Report Gross Expense Ratio | 1.75 | 1.60 | 109% |
Fund Existence | 12 years | 18 years | - |
Gain YTD | 4.181 | 4.942 | 85% |
Front Load | 3% | 5% | 62% |
Min. Initial Investment | 2000 | 1000 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 58.8M | 4.57B | 1% |
Annual Yield % from dividends | 0.00 | 1.36 | - |
Returns for 1 year | 6.64 | 6.32 | 105% |
Returns for 3 years | 14.96 | 12.14 | 123% |
Returns for 5 years | 22.70 | 12.06 | 188% |
Returns for 10 years | 34.67 | -28.42 | -122% |