| IBALX | RLBEX | IBALX / RLBEX | |
| Total Expense Ratio | 0.97 | 0.59 | 164% |
| Annual Report Gross Expense Ratio | 0.97 | 0.59 | 164% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 10.581 | 13.718 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 264B | 1% |
| Annual Yield % from dividends | 1.37 | 1.71 | 80% |
| Returns for 1 year | 3.48 | 8.82 | 40% |
| Returns for 3 years | 32.29 | 40.62 | 79% |
| Returns for 5 years | 21.22 | 38.00 | 56% |
| Returns for 10 years | 58.85 | 72.83 | 81% |