Interact to see
Advertisement
Advertisement
AGEAX vs BALPX
AGEAX vs BALPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AGEAX vs. BALPX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.58B vs. AGEAX (58.4M). BALPX pays higher dividends than AGEAX: BALPX (1.36) 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 : 5.88 vs. BALPX (5.57). AGEAX return over 5 years is better than : 20.81 vs. BALPX (10.20).
| 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 | 2.986 | 4.416 | 68% |
| Front Load | 3% | 5% | 62% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.4M | 4.58B | 1% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 5.88 | 5.57 | 106% |
| Returns for 3 years | 12.17 | 10.51 | 116% |
| Returns for 5 years | 20.81 | 10.20 | 204% |
| Returns for 10 years | 30.65 | -29.12 | -105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement