| 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 | 10.064 | 6.106 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 904M | 31,305% |
| Annual Yield % from dividends | 1.78 | 2.38 | 75% |
| Returns for 1 year | 12.57 | 12.60 | 100% |
| Returns for 3 years | 44.90 | 45.18 | 99% |
| Returns for 5 years | 33.93 | 36.18 | 94% |
| Returns for 10 years | 82.80 | 106.75 | 78% |