| 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 | 24 years | - |
| Gain YTD | 10.581 | 14.008 | 76% |
| 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 | 1.97 | 70% |
| Returns for 1 year | 3.48 | 9.13 | 38% |
| Returns for 3 years | 32.29 | 41.78 | 77% |
| Returns for 5 years | 21.22 | 39.76 | 53% |
| Returns for 10 years | 58.85 | 73.89 | 80% |