BALCX | MTRCX | BALCX / MTRCX | |
Total Expense Ratio | 1.31 | 1.47 | 89% |
Annual Report Gross Expense Ratio | 1.31 | 1.47 | 89% |
Fund Existence | 24 years | 31 years | - |
Gain YTD | 6.359 | 3.534 | 180% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 248B | 7.61B | 3,259% |
Annual Yield % from dividends | 1.24 | 1.57 | 79% |
Returns for 1 year | 6.55 | 1.12 | 584% |
Returns for 3 years | 30.15 | 8.51 | 354% |
Returns for 5 years | 38.33 | 10.73 | 357% |
Returns for 10 years | 56.79 | 22.09 | 257% |