AGEAX
Price
$12.21
Change
+$0.05 (+0.41%)
Updated
Jun 30 closing price
Net Assets
58.79M
BALPX
Price
$10.02
Change
+$0.04 (+0.40%)
Updated
Jun 30 closing price
Net Assets
4.56B
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AGEAX vs BALPX

Header iconAGEAX vs BALPX Comparison
Open Charts AGEAX vs BALPXBanner chart's image
Water Island Event-Driven Fund A
Price$12.21
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets58.79M
BlackRock Event Driven Equity Inv A
Price$10.02
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets4.56B
AGEAX vs BALPX Comparison Chart in %
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AGEAX vs. BALPX commentary
Jul 01, 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 AGEAX is a StrongBuy and BALPX is a Buy.

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FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.57B vs. AGEAX (58.8M). BALPX pays higher dividends than AGEAX: BALPX (1.36) vs AGEAX (0.00). AGEAX was incepted earlier than BALPX: AGEAX (12 years) vs BALPX (18 years). AGEAX (1.75) is less costly to investors than BALPX (1.60). AGEAX is a more actively managed with annual turnover of: 305.00 vs. BALPX (32.00). BALPX initial investment is less costly to investors than AGEAX (3%) vs AGEAX (3%). BALPX has a lower initial minimum investment than AGEAX: BALPX (1000) vs AGEAX (2000). AGEAX (6.64) and BALPX (6.32) have marching annual gain over last year. AGEAX return over 5 years is better than : 22.70 vs. BALPX (12.06).
AGEAXBALPXAGEAX / BALPX
Total Expense Ratio1.731.51115%
Annual Report Gross Expense Ratio1.751.60109%
Fund Existence12 years18 years-
Gain YTD4.1814.94285%
Front Load3%5%62%
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets58.8M4.57B1%
Annual Yield % from dividends0.001.36-
Returns for 1 year6.646.32105%
Returns for 3 years14.9612.14123%
Returns for 5 years22.7012.06188%
Returns for 10 years34.67-28.42-122%
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