BALFX | SQBFX | BALFX / SQBFX | |
Total Expense Ratio | 0.61 | 2.66 | 23% |
Annual Report Gross Expense Ratio | 0.61 | 2.66 | 23% |
Fund Existence | 24 years | 6 years | - |
Gain YTD | 9.013 | 5.854 | 154% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 250 | 5000 | 5% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 254B | 73.2M | 346,995% |
Annual Yield % from dividends | 1.81 | 1.70 | 106% |
Returns for 1 year | 10.22 | 11.64 | 88% |
Returns for 3 years | 34.66 | 40.11 | 86% |
Returns for 5 years | 39.48 | 47.61 | 83% |
Returns for 10 years | 64.97 | N/A | - |