BALSX | REMIX | BALSX / REMIX | |
Total Expense Ratio | 1.86 | 1.51 | 123% |
Annual Report Gross Expense Ratio | 3.14 | 1.64 | 191% |
Fund Existence | 2 years | 6 years | - |
Gain YTD | 5.106 | -8.696 | -59% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 12.3M | 801M | 2% |
Annual Yield % from dividends | 9.49 | 5.96 | 159% |
Returns for 1 year | -5.71 | -10.30 | 55% |
Returns for 3 years | N/A | -0.49 | - |
Returns for 5 years | N/A | 44.68 | - |
Returns for 10 years | N/A | N/A | - |