| IBALX | RLBFX | IBALX / RLBFX | |
| Total Expense Ratio | 0.95 | 0.30 | 317% |
| Annual Report Gross Expense Ratio | 0.95 | 0.30 | 317% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 4.930 | 9.536 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 288B | 1% |
| Annual Yield % from dividends | 1.37 | 2.02 | 68% |
| Returns for 1 year | 10.62 | 17.07 | 62% |
| Returns for 3 years | 27.89 | 45.61 | 61% |
| Returns for 5 years | 15.88 | 37.80 | 42% |
| Returns for 10 years | 67.27 | 93.65 | 72% |