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AGEAX vs BALPX
AGEAX vs BALPX Comparison Chart
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AGEAX vs. BALPX commentary
Apr 11, 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 Hold and BALPX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.46B vs. AGEAX (62.3M). BALPX pays higher dividends than AGEAX: BALPX (1.40) vs AGEAX (0.00). AGEAX was incepted earlier than BALPX: AGEAX (12 years) vs BALPX (17 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 annual gain was more profitable for investors over the last year : 2.61 vs. BALPX (0.36). AGEAX return over 5 years is better than : 22.80 vs. BALPX (9.87).
| AGEAX | BALPX | AGEAX / BALPX | |
| Total Expense Ratio | 1.73 | 1.51 | 115% |
| Annual Report Gross Expense Ratio | 1.75 | 1.60 | 109% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 0.512 | -0.631 | -81% |
| Front Load | 3% | 5% | 62% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.3M | 4.46B | 1% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 2.61 | 0.36 | 727% |
| Returns for 3 years | 6.90 | 4.06 | 170% |
| Returns for 5 years | 22.80 | 9.87 | 231% |
| Returns for 10 years | 26.60 | -33.09 | -80% |
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