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AEDFX vs BALPX
AEDFX vs BALPX Comparison Chart
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AEDFX vs. BALPX commentary
Jun 13, 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: 4.58B vs. AEDFX (58.6M). BALPX pays higher dividends than AEDFX: BALPX (1.36) 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 : 6.22 vs. BALPX (5.89). AEDFX return over 5 years is better than : 22.88 vs. BALPX (12.08).
| 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 | 3.410 | 4.627 | 74% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.6M | 4.58B | 1% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 6.22 | 5.89 | 106% |
| Returns for 3 years | 15.76 | 12.89 | 122% |
| Returns for 5 years | 22.88 | 12.08 | 189% |
| Returns for 10 years | 31.27 | -29.26 | -107% |
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