APWIX | BALFX | APWIX / BALFX | |
Total Expense Ratio | 0.75 | 0.62 | 121% |
Annual Report Gross Expense Ratio | 0.95 | 0.62 | 153% |
Fund Existence | 20 years | 24 years | - |
Gain YTD | -7.605 | -1.541 | 494% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 250 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 80.8M | 227B | 0% |
Annual Yield % from dividends | 1.55 | 1.95 | 80% |
Returns for 1 year | -1.86 | 4.16 | -45% |
Returns for 3 years | 0.41 | 14.37 | 3% |
Returns for 5 years | 10.16 | 35.61 | 29% |
Returns for 10 years | 8.43 | 46.93 | 18% |