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AEDFX vs BALPX
AEDFX vs BALPX Comparison Chart
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AEDFX vs. BALPX commentary
May 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEDFX is a StrongBuy and BALPX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.52B vs. AEDFX (58.3M). BALPX pays higher dividends than AEDFX: BALPX (1.38) vs AEDFX (0.00). AEDFX was incepted earlier than BALPX: AEDFX (15 years) vs BALPX (17 years). AEDFX (1.75) is less costly to investors than BALPX (1.60). AEDFX is a more actively managed with annual turnover of: 305.00 vs. BALPX (32.00). BALPX has a lower initial minimum investment than AEDFX: BALPX (1000) vs AEDFX (2000). AEDFX annual gain was more profitable for investors over the last year : 5.35 vs. BALPX (4.29). AEDFX return over 5 years is better than : 21.05 vs. BALPX (11.45).
| AEDFX | BALPX | AEDFX / BALPX | |
| Total Expense Ratio | 1.73 | 1.51 | 115% |
| Annual Report Gross Expense Ratio | 1.75 | 1.60 | 109% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 2.387 | 3.365 | 71% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3M | 4.52B | 1% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 5.35 | 4.29 | 125% |
| Returns for 3 years | 12.79 | 10.45 | 122% |
| Returns for 5 years | 21.05 | 11.45 | 184% |
| Returns for 10 years | 29.30 | -30.07 | -97% |
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