BALPX | EMAAX | BALPX / EMAAX | |
Total Expense Ratio | 1.51 | 1.87 | 81% |
Annual Report Gross Expense Ratio | 1.60 | 1.87 | 86% |
Fund Existence | 17 years | 24 years | - |
Gain YTD | 2.629 | 0.549 | 479% |
Front Load | 5% | 6% | 91% |
Min. Initial Investment | 1000 | 1000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.52B | 47.3M | 9,550% |
Annual Yield % from dividends | 1.40 | 0.66 | 212% |
Returns for 1 year | 4.53 | 5.80 | 78% |
Returns for 3 years | 8.27 | 3.57 | 231% |
Returns for 5 years | 12.60 | 20.98 | 60% |
Returns for 10 years | -30.94 | 11.09 | -279% |