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AEDFX vs BALPX
AEDFX vs BALPX Comparison
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AEDFX vs BALPX Comparison Chart in %
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AEDFX vs. BALPX commentary
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.81B vs. AEDFX (51.1M). BALPX (0.67) and AEDFX (0.65) have matching dividends . AEDFX was incepted earlier than BALPX: AEDFX (16 years) vs BALPX (19 years). AEDFX (1.88) is less costly to investors than BALPX (1.60). AEDFX is a more actively managed with annual turnover of: 255.00 vs. BALPX (145.00). 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 : 7.00 vs. BALPX (1.71). AEDFX return over 5 years is better than : 20.28 vs. BALPX (14.31).
| 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 | 19 years | - |
| Gain YTD | 4.671 | 0.912 | 512% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.1M | 4.81B | 1% |
| Annual Yield % from dividends | 0.65 | 0.67 | 98% |
| Returns for 1 year | 7.00 | 1.71 | 409% |
| Returns for 3 years | 19.10 | 13.72 | 139% |
| Returns for 5 years | 20.28 | 14.31 | 142% |
| Returns for 10 years | 50.20 | 29.14 | 172% |
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