| BALPX | WCFRX | BALPX / WCFRX | |
| Total Expense Ratio | 1.51 | 1.66 | 91% |
| Annual Report Gross Expense Ratio | 1.60 | 1.66 | 96% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 1.621 | 1.020 | 159% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 83.5M | 5,725% |
| Annual Yield % from dividends | 3.34 | 6.55 | 51% |
| Returns for 1 year | 4.72 | 2.79 | 169% |
| Returns for 3 years | 17.66 | 17.20 | 103% |
| Returns for 5 years | 10.26 | 4.14 | 248% |
| Returns for 10 years | 29.59 | N/A | - |