Interact to see
Advertisement
Advertisement
AEDFX vs BALPX
AEDFX vs BALPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEDFX vs. BALPX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.74B vs. AEDFX (58.6M). BALPX pays higher dividends than AEDFX: BALPX (4.09) vs AEDFX (0.00). AEDFX was incepted earlier than BALPX: AEDFX (15 years) vs BALPX (18 years). AEDFX (1.88) 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 : 7.80 vs. BALPX (6.38). AEDFX return over 5 years is better than : 20.19 vs. BALPX (12.20).
| AEDFX | BALPX | AEDFX / BALPX | |
| Total Expense Ratio | 1.71 | 1.51 | 113% |
| Annual Report Gross Expense Ratio | 1.88 | 1.60 | 117% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 7.161 | 6.431 | 111% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.6M | 4.74B | 1% |
| Annual Yield % from dividends | 0.00 | 4.09 | - |
| Returns for 1 year | 7.80 | 6.38 | 122% |
| Returns for 3 years | 16.31 | 12.52 | 130% |
| Returns for 5 years | 20.19 | 12.20 | 165% |
| Returns for 10 years | 47.77 | 22.07 | 216% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BRSHX | 13.88 | 0.07 | +0.51% |
| MFS Blended Research Small Cap Eq C | |||
| SCREX | 35.30 | N/A | N/A |
| Sterling Capital Rl Estt R6 | |||
| ALVGX | 11.14 | N/A | N/A |
| American Century Focused Lg Cap Val R5 | |||
| PACOX | 65.34 | -0.61 | -0.92% |
| T. Rowe Price U.S. Equity Research Adv | |||
| PGLEX | 19.97 | -0.23 | -1.14% |
| Putnam Focused International Equity R6 | |||