IBALX | RLBCX | IBALX / RLBCX | |
Total Expense Ratio | 0.97 | 0.89 | 109% |
Annual Report Gross Expense Ratio | 0.97 | 0.89 | 109% |
Fund Existence | 31 years | 23 years | - |
Gain YTD | 10.379 | 13.042 | 80% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.49B | 263B | 1% |
Annual Yield % from dividends | 1.47 | 1.53 | 96% |
Returns for 1 year | 4.74 | 9.22 | 51% |
Returns for 3 years | 32.62 | 42.10 | 77% |
Returns for 5 years | 25.86 | 40.78 | 63% |
Returns for 10 years | 63.82 | 76.01 | 84% |