AEDFX
Price
$11.64
Change
+$0.02 (+0.17%)
Updated
Dec 23 closing price
BALPX
Price
$9.50
Change
+$0.03 (+0.32%)
Updated
Dec 23 closing price
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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$11.64
Change+$0.02 (+0.17%)
VolumeN/A
CapitalizationN/A
BlackRock Event Driven Equity Inv A
Price$9.50
Change+$0.03 (+0.32%)
VolumeN/A
CapitalizationN/A
AEDFX vs BALPX Comparison Chart
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AEDFX vs. BALPX commentary
Dec 24, 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 Hold and BALPX is a Hold.

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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.7B vs. AEDFX (67.5M). 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 : 1.53 vs. AEDFX (1.22). AEDFX return over 5 years is better than : 20.96 vs. BALPX (6.90).
AEDFXBALPXAEDFX / BALPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years17 years-
Gain YTD1.1291.20894%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets67.5M4.7B1%
Annual Yield % from dividends0.491.9325%
Returns for 1 year1.221.5380%
Returns for 3 years6.344.72134%
Returns for 5 years20.966.90304%
Returns for 10 years25.58-33.52-76%
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