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 | 5 years | - |
Gain YTD | -3.830 | -11.711 | 33% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 11.2M | 870M | 1% |
Annual Yield % from dividends | 9.81 | 5.79 | 169% |
Returns for 1 year | -10.84 | -11.65 | 93% |
Returns for 3 years | N/A | -3.36 | - |
Returns for 5 years | N/A | 38.95 | - |
Returns for 10 years | N/A | N/A | - |