Interact to see
Advertisement
Advertisement
AEDFX vs BCLPX
AEDFX vs BCLPX Comparison
Open Charts AEDFX vs BCLPX
AEDFX vs BCLPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEDFX vs. BCLPX commentary
Jun 26, 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 BCLPX is a Hold.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.93B vs. AEDFX (50.9M). BCLPX pays higher dividends than AEDFX: BCLPX (3.07) vs AEDFX (0.67). AEDFX was incepted earlier than BCLPX: AEDFX (16 years) vs BCLPX (19 years). BCLPX (2.36) is less costly to investors than AEDFX (1.88). AEDFX is a more actively managed with annual turnover of: 195.00 vs. BCLPX (81.00). 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 : 8.80 vs. BCLPX (4.36). AEDFX return over 5 years is better than : 17.46 vs. BCLPX (7.24).
| AEDFX | BCLPX | AEDFX / BCLPX | |
| Total Expense Ratio | 1.71 | 2.27 | 75% |
| Annual Report Gross Expense Ratio | 1.88 | 2.36 | 80% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 3.959 | 1.979 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.9M | 4.93B | 1% |
| Annual Yield % from dividends | 0.67 | 3.07 | 22% |
| Returns for 1 year | 8.80 | 4.36 | 202% |
| Returns for 3 years | 23.00 | 15.05 | 153% |
| Returns for 5 years | 17.46 | 7.24 | 241% |
| Returns for 10 years | 51.52 | 22.55 | 228% |