| BALPX | EMACX | BALPX / EMACX | |
| Total Expense Ratio | 1.51 | 2.62 | 58% |
| Annual Report Gross Expense Ratio | 1.60 | 2.62 | 61% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 2.837 | 6.993 | 41% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 61.3M | 7,974% |
| Annual Yield % from dividends | 3.32 | 0.41 | 817% |
| Returns for 1 year | 4.49 | 13.80 | 33% |
| Returns for 3 years | 17.01 | 28.59 | 60% |
| Returns for 5 years | 13.18 | 10.08 | 131% |
| Returns for 10 years | 31.92 | 26.03 | 123% |