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AEDFX vs BALPX
AEDFX vs BALPX Comparison
Open Charts AEDFX vs BALPX
AEDFX vs BALPX Comparison Chart in %
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AEDFX vs. BALPX commentary
Jun 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.77B vs. AEDFX (49.9M). BALPX pays higher dividends than AEDFX: BALPX (3.34) vs AEDFX (0.67). AEDFX was incepted earlier than BALPX: AEDFX (16 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 : 6.68 vs. BALPX (4.09). AEDFX return over 5 years is better than : 13.50 vs. BALPX (9.59).
| AEDFX | BALPX | AEDFX / BALPX | |
| Total Expense Ratio | 1.71 | 1.51 | 113% |
| Annual Report Gross Expense Ratio | 1.88 | 1.60 | 117% |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 1.346 | 1.216 | 111% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.9M | 4.77B | 1% |
| Annual Yield % from dividends | 0.67 | 3.34 | 20% |
| Returns for 1 year | 6.68 | 4.09 | 163% |
| Returns for 3 years | 20.36 | 17.19 | 118% |
| Returns for 5 years | 13.50 | 9.59 | 141% |
| Returns for 10 years | 47.05 | 29.07 | 162% |
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