| IBALX | RLBEX | IBALX / RLBEX | |
| Total Expense Ratio | 0.95 | 0.60 | 158% |
| Annual Report Gross Expense Ratio | 0.95 | 0.60 | 158% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 6.256 | 10.082 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 283B | 1% |
| Annual Yield % from dividends | 1.43 | 1.79 | 80% |
| Returns for 1 year | 6.92 | 12.60 | 55% |
| Returns for 3 years | 29.68 | 44.99 | 66% |
| Returns for 5 years | 13.53 | 33.99 | 40% |
| Returns for 10 years | 61.23 | 85.31 | 72% |