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AGEAX vs BALPX
AGEAX vs BALPX Comparison Chart
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AGEAX vs. BALPX commentary
Dec 19, 2024
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 AGEAX is a Hold and BALPX is a Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.75B vs. AGEAX (67.8M). BALPX pays higher dividends than AGEAX: BALPX (1.93) vs AGEAX (0.46). AGEAX was incepted earlier than BALPX: AGEAX (12 years) vs BALPX (17 years). AGEAX is a more actively managed with annual turnover of: 216.00 vs. BALPX (33.00). BALPX has a lower initial minimum investment than AGEAX: BALPX (1000) vs AGEAX (2000). BALPX annual gain was more profitable for investors over the last year : 2.37 vs. AGEAX (1.66). AGEAX return over 5 years is better than : 21.30 vs. BALPX (4.55).
| AGEAX | BALPX | AGEAX / BALPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 1.480 | 1.788 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.8M | 4.75B | 1% |
| Annual Yield % from dividends | 0.46 | 1.93 | 24% |
| Returns for 1 year | 1.66 | 2.37 | 70% |
| Returns for 3 years | 7.36 | 5.99 | 123% |
| Returns for 5 years | 21.30 | 4.55 | 468% |
| Returns for 10 years | 26.09 | -32.37 | -81% |
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