| BALPX | CMRGX | BALPX / CMRGX | |
| Total Expense Ratio | 1.51 | 1.73 | 87% |
| Annual Report Gross Expense Ratio | 1.60 | 6.34 | 25% |
| Fund Existence | 19 years | 3 years | - |
| Gain YTD | 0.912 | 2.866 | 32% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 2.56M | 185,898% |
| Annual Yield % from dividends | 0.67 | 1.33 | 50% |
| Returns for 1 year | 2.33 | 0.89 | 262% |
| Returns for 3 years | 14.70 | N/A | - |
| Returns for 5 years | 14.56 | N/A | - |
| Returns for 10 years | 29.45 | N/A | - |