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AEDFX vs BCLPX
AEDFX vs BCLPX Comparison Chart
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AEDFX vs. BCLPX commentary
Apr 25, 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 BCLPX is a Buy.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.49B vs. AEDFX (62.9M). BCLPX pays higher dividends than AEDFX: BCLPX (0.72) vs AEDFX (0.00). AEDFX was incepted earlier than BCLPX: AEDFX (15 years) vs BCLPX (17 years). BCLPX (2.37) is less costly to investors than AEDFX (1.75). AEDFX is a more actively managed with annual turnover of: 305.00 vs. BCLPX (32.00). BCLPX has a lower initial minimum investment than AEDFX: BCLPX (1000) vs AEDFX (2000). AEDFX annual gain was more profitable for investors over the last year : 5.57 vs. BCLPX (2.92). AEDFX return over 5 years is better than : 23.06 vs. BCLPX (7.43).
| AEDFX | BCLPX | AEDFX / BCLPX | |
| Total Expense Ratio | 1.73 | 2.28 | 76% |
| Annual Report Gross Expense Ratio | 1.75 | 2.37 | 74% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 1.790 | 1.683 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.9M | 4.49B | 1% |
| Annual Yield % from dividends | 0.00 | 0.72 | - |
| Returns for 1 year | 5.57 | 2.92 | 191% |
| Returns for 3 years | 8.68 | 4.47 | 194% |
| Returns for 5 years | 23.06 | 7.43 | 311% |
| Returns for 10 years | 28.28 | -38.44 | -74% |
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