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AGEAX vs BALPX
AGEAX vs BALPX Comparison Chart in %
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AGEAX vs. BALPX commentary
Aug 14, 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 Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.78B vs. AGEAX (59.7M). BALPX pays higher dividends than AGEAX: BALPX (4.11) 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). BALPX (5.73) and AGEAX (5.72) have marching annual gain over last year. AGEAX return over 5 years is better than : 22.45 vs. BALPX (14.67).
| 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 | 18 years | - |
| Gain YTD | 5.631 | 5.782 | 97% |
| Front Load | 3% | 5% | 62% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.7M | 4.78B | 1% |
| Annual Yield % from dividends | 0.00 | 4.11 | - |
| Returns for 1 year | 5.72 | 5.73 | 100% |
| Returns for 3 years | 13.47 | 10.31 | 131% |
| Returns for 5 years | 22.45 | 14.67 | 153% |
| Returns for 10 years | 39.47 | 19.01 | 208% |
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