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 | 1.472 | 3.224 | 46% |
Front Load | 5% | 6% | 91% |
Min. Initial Investment | 1000 | 1000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.58B | 49.1M | 9,322% |
Annual Yield % from dividends | 1.40 | 0.66 | 212% |
Returns for 1 year | 2.81 | 7.76 | 36% |
Returns for 3 years | 6.04 | 2.24 | 270% |
Returns for 5 years | 15.93 | 32.56 | 49% |
Returns for 10 years | -30.65 | 15.00 | -204% |