| BALFX | TCSHX | BALFX / TCSHX | |
| Total Expense Ratio | 0.61 | 1.69 | 36% |
| Annual Report Gross Expense Ratio | 0.61 | 1.69 | 36% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 8.372 | 4.718 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 886M | 32,506% |
| Annual Yield % from dividends | 1.78 | 2.38 | 75% |
| Returns for 1 year | 11.29 | 11.78 | 96% |
| Returns for 3 years | 38.49 | 39.52 | 97% |
| Returns for 5 years | 32.23 | 34.78 | 93% |
| Returns for 10 years | 82.24 | 107.10 | 77% |