IBALX | RLBFX | IBALX / RLBFX | |
Total Expense Ratio | 0.97 | 0.29 | 334% |
Annual Report Gross Expense Ratio | 0.97 | 0.29 | 334% |
Fund Existence | 31 years | 23 years | - |
Gain YTD | 6.569 | 9.101 | 72% |
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 | 2.08 | 72% |
Returns for 1 year | 5.83 | 10.48 | 56% |
Returns for 3 years | 21.53 | 32.76 | 66% |
Returns for 5 years | 21.52 | 38.77 | 56% |
Returns for 10 years | 52.78 | 68.01 | 78% |