| 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 | 4.993 | 7.935 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 285B | 1% |
| Annual Yield % from dividends | 1.41 | 1.12 | 126% |
| Returns for 1 year | 2.71 | 5.83 | 46% |
| Returns for 3 years | 26.28 | 38.21 | 69% |
| Returns for 5 years | 12.15 | 27.39 | 44% |
| Returns for 10 years | 62.77 | 75.00 | 84% |