AEDFX
Price
$12.37
Change
-$0.00 (-0.00%)
Updated
Aug 8 closing price
Net Assets
59.69M
BALPX
Price
$9.79
Change
-$0.01 (-0.10%)
Updated
Aug 8 closing price
Net Assets
4.78B
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AEDFX vs BALPX

Header iconAEDFX vs BALPX Comparison
Open Charts AEDFX vs BALPXBanner chart's image
Water Island Event-Driven Fund R
Price$12.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets59.69M
BlackRock Event Driven Equity Inv A
Price$9.79
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets4.78B
AEDFX vs BALPX Comparison Chart in %
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AEDFX vs. BALPX commentary
Aug 10, 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 Hold and BALPX is a Buy.

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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.78B vs. AEDFX (59.7M). BALPX pays higher dividends than AEDFX: BALPX (4.11) vs AEDFX (0.00). AEDFX was incepted earlier than BALPX: AEDFX (15 years) vs BALPX (18 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). BALPX (5.62) and AEDFX (5.55) have marching annual gain over last year. AEDFX return over 5 years is better than : 22.71 vs. BALPX (14.80).
AEDFXBALPXAEDFX / BALPX
Total Expense Ratio1.731.51115%
Annual Report Gross Expense Ratio1.751.60109%
Fund Existence15 years18 years-
Gain YTD5.4565.78294%
Front LoadN/A5%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets59.7M4.78B1%
Annual Yield % from dividends0.004.11-
Returns for 1 year5.555.6299%
Returns for 3 years13.9411.01127%
Returns for 5 years22.7114.80153%
Returns for 10 years39.3319.01207%
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