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 | 6.569 | 8.712 | 75% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.45B | 254B | 1% |
Annual Yield % from dividends | 1.49 | 1.56 | 96% |
Returns for 1 year | 5.83 | 9.77 | 60% |
Returns for 3 years | 21.53 | 30.66 | 70% |
Returns for 5 years | 21.52 | 35.23 | 61% |
Returns for 10 years | 52.78 | 61.95 | 85% |