| IBALX | RLBAX | IBALX / RLBAX | |
| Total Expense Ratio | 0.95 | 1.32 | 72% |
| Annual Report Gross Expense Ratio | 0.95 | 1.32 | 72% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 5.414 | 8.124 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 288B | 1% |
| Annual Yield % from dividends | 1.42 | 1.11 | 128% |
| Returns for 1 year | 7.57 | 11.17 | 68% |
| Returns for 3 years | 25.62 | 36.52 | 70% |
| Returns for 5 years | 13.72 | 28.90 | 47% |
| Returns for 10 years | 62.06 | 72.56 | 86% |