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AEDFX vs BALPX
AEDFX vs BALPX Comparison Chart in %
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AEDFX vs. BALPX commentary
Sep 17, 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: 4.87B vs. AEDFX (59.8M). BALPX pays higher dividends than AEDFX: BALPX (4.08) 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: 195.00 vs. BALPX (81.00). 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 : 5.88 vs. BALPX (5.50). AEDFX return over 5 years is better than : 21.29 vs. BALPX (14.76).
| 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 | 18 years | - |
| Gain YTD | 5.882 | 6.323 | 93% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 4.87B | 1% |
| Annual Yield % from dividends | 0.00 | 4.08 | - |
| Returns for 1 year | 5.88 | 5.50 | 107% |
| Returns for 3 years | 14.50 | 12.29 | 118% |
| Returns for 5 years | 21.29 | 14.76 | 144% |
| Returns for 10 years | 41.72 | 20.70 | 202% |
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