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AEDFX vs BCLPX
AEDFX vs BCLPX Comparison Chart in %
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AEDFX vs. BCLPX commentary
Aug 10, 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: 4.78B vs. AEDFX (59.7M). BCLPX pays higher dividends than AEDFX: BCLPX (3.50) vs AEDFX (0.00). AEDFX was incepted earlier than BCLPX: AEDFX (15 years) vs BCLPX (18 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 : 5.55 vs. BCLPX (4.67). AEDFX return over 5 years is better than : 22.71 vs. BCLPX (10.42).
| 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 | 18 years | - |
| Gain YTD | 5.456 | 5.289 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.7M | 4.78B | 1% |
| Annual Yield % from dividends | 0.00 | 3.50 | - |
| Returns for 1 year | 5.55 | 4.67 | 119% |
| Returns for 3 years | 13.94 | 8.31 | 168% |
| Returns for 5 years | 22.71 | 10.42 | 218% |
| Returns for 10 years | 39.33 | 10.25 | 384% |
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