BALCX | JCAVX | BALCX / JCAVX | |
Total Expense Ratio | 1.31 | 0.87 | 151% |
Annual Report Gross Expense Ratio | 1.31 | 0.88 | 149% |
Fund Existence | 24 years | 15 years | - |
Gain YTD | 8.450 | 7.769 | 109% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 253B | 1.2B | 21,136% |
Annual Yield % from dividends | 1.19 | 2.17 | 55% |
Returns for 1 year | 7.39 | -0.47 | -1,563% |
Returns for 3 years | 31.61 | 10.02 | 315% |
Returns for 5 years | 35.24 | -9.44 | -373% |
Returns for 10 years | 58.38 | -4.58 | -1,276% |