Ad is loading...
AEDFX vs BALPX
AEDFX vs BALPX Comparison
Open Charts AEDFX vs BALPX
View a ticker or compare two or three
VS
VS
AEDFX vs BALPX Comparison Chart
Loading...
AEDFX vs. BALPX commentary
Sep 19, 2024
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 Buy and BALPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.89B vs. AEDFX (70.5M). BALPX pays higher dividends than AEDFX: BALPX (1.93) vs AEDFX (0.49). AEDFX was incepted earlier than BALPX: AEDFX (14 years) vs BALPX (17 years). AEDFX is a more actively managed with annual turnover of: 216.00 vs. BALPX (33.00). BALPX has a lower initial minimum investment than AEDFX: BALPX (1000) vs AEDFX (2000). BALPX annual gain was more profitable for investors over the last year : 5.87 vs. AEDFX (5.25). AEDFX return over 5 years is better than : 23.54 vs. BALPX (6.20).
| AEDFX | BALPX | AEDFX / BALPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 1.911 | 2.208 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.5M | 4.89B | 1% |
| Annual Yield % from dividends | 0.49 | 1.93 | 25% |
| Returns for 1 year | 5.25 | 5.87 | 89% |
| Returns for 3 years | 5.91 | 5.98 | 99% |
| Returns for 5 years | 23.54 | 6.20 | 380% |
| Returns for 10 years | 20.71 | -30.51 | -68% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IRCZX | 12.60 | 0.01 | +0.08% |
| AB International Small Cap Z | |||
| JWWCX | 109.65 | N/A | N/A |
| Janus Henderson Global Research C | |||
| AICFX | 59.48 | -0.01 | -0.02% |
| American Funds Invmt Co of Amer F1 | |||
| IGIVX | 100.46 | -0.03 | -0.03% |
| Integrity Growth & Income Fund I | |||
| BGPKX | 13.35 | -0.01 | -0.07% |
| Baillie Gifford Developed EAFE All Cap K | |||