| BALCX | FCISX | BALCX / FCISX | |
| Total Expense Ratio | 1.31 | 1.11 | 118% |
| Annual Report Gross Expense Ratio | 1.31 | 1.12 | 117% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 13.334 | 8.926 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 263B | 75.7B | 347% |
| Annual Yield % from dividends | 1.10 | 4.74 | 23% |
| Returns for 1 year | 8.17 | 7.14 | 114% |
| Returns for 3 years | 38.17 | 25.71 | 148% |
| Returns for 5 years | 34.58 | 38.97 | 89% |
| Returns for 10 years | 63.59 | 70.56 | 90% |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MYMH | 24.67 | N/A | N/A |
| SPDR SSGA My2028 Municipal Bond ETF | |||
| IXUS | 82.23 | -0.23 | -0.28% |
| iShares Core MSCI Total Intl Stk ETF | |||
| FFC | 16.42 | -0.08 | -0.48% |
| Flaherty & Crumrine Preferred and Income Securities Fund | |||
| BDRY | 8.90 | -0.09 | -1.00% |
| Breakwave Dry Bulk Shipping ETF | |||
| NRO | 2.98 | -0.05 | -1.65% |
| Neuberger Berman Real Estate Sec Income Fund | |||