| 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 | 4.684 | 8.389 | 56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 288B | 1% |
| Annual Yield % from dividends | 1.43 | 1.79 | 80% |
| Returns for 1 year | 5.96 | 11.29 | 53% |
| Returns for 3 years | 23.88 | 38.57 | 62% |
| Returns for 5 years | 12.39 | 32.29 | 38% |
| Returns for 10 years | 60.62 | 84.73 | 72% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LFGAX | 42.79 | 0.47 | +1.11% |
| Lord Abbett Focused Growth A | |||
| ANWFX | 73.78 | 0.66 | +0.90% |
| American Funds New Perspective F-2 | |||
| GQIRX | 58.31 | 0.14 | +0.24% |
| Goldman Sachs US Tax-Managed Eq Inv | |||
| AREWX | 29.38 | -0.17 | -0.58% |
| American Century Real Estate R | |||
| AGGWX | 25.65 | -0.79 | -2.99% |
| American Century Global Gold R | |||