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AEDFX vs BALPX
AEDFX vs BALPX Comparison Chart
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AEDFX vs. BALPX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.7B vs. AEDFX (69.2M). 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). AEDFX annual gain was more profitable for investors over the last year : 4.46 vs. BALPX (2.38). AEDFX return over 5 years is better than : 23.54 vs. BALPX (8.12).
| 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 | 1.876 | 1.577 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.2M | 4.7B | 1% |
| Annual Yield % from dividends | 0.49 | 1.93 | 25% |
| Returns for 1 year | 4.46 | 2.38 | 188% |
| Returns for 3 years | 10.58 | 7.05 | 150% |
| Returns for 5 years | 23.54 | 8.12 | 290% |
| Returns for 10 years | 28.13 | -32.19 | -87% |
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