BALPX | CMRCX | BALPX / CMRCX | |
Total Expense Ratio | 1.51 | 2.91 | 52% |
Annual Report Gross Expense Ratio | 1.60 | 13.31 | 12% |
Fund Existence | 18 years | 2 years | - |
Gain YTD | 5.999 | 6.294 | 95% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.79B | 2.35M | 204,092% |
Annual Yield % from dividends | 4.11 | 0.40 | 1,023% |
Returns for 1 year | 6.28 | 6.86 | 91% |
Returns for 3 years | 11.12 | N/A | - |
Returns for 5 years | 15.03 | N/A | - |
Returns for 10 years | 19.12 | -55.03 | -35% |