Ad is loading...
AGEAX vs BALPX
AGEAX vs BALPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AGEAX vs. BALPX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.73B vs. AGEAX (68.9M). 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). AGEAX annual gain was more profitable for investors over the last year : 3.31 vs. BALPX (2.49). AGEAX return over 5 years is better than : 22.74 vs. BALPX (7.45).
| 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 | 1.195 | 0.736 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.9M | 4.73B | 1% |
| Annual Yield % from dividends | 0.46 | 1.93 | 24% |
| Returns for 1 year | 3.31 | 2.49 | 133% |
| Returns for 3 years | 10.42 | 6.73 | 155% |
| Returns for 5 years | 22.74 | 7.45 | 305% |
| Returns for 10 years | 28.38 | -29.57 | -96% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers