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AEDFX vs BALPX
AEDFX vs BALPX Comparison Chart
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AEDFX vs. BALPX commentary
Apr 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.48B vs. AEDFX (62.6M). BALPX pays higher dividends than AEDFX: BALPX (1.40) 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 : 2.96 vs. BALPX (0.78). AEDFX return over 5 years is better than : 27.66 vs. BALPX (13.65).
| 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 | 0.938 | -0.526 | -178% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6M | 4.48B | 1% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 2.96 | 0.78 | 378% |
| Returns for 3 years | 7.29 | 4.28 | 170% |
| Returns for 5 years | 27.66 | 13.65 | 203% |
| Returns for 10 years | 27.47 | -32.11 | -86% |
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