Interact to see
Advertisement
Advertisement
AGEAX vs BALPX
AGEAX vs BALPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGEAX vs. BALPX commentary
Jul 23, 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 Hold.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.75B vs. AGEAX (59.5M). BALPX pays higher dividends than AGEAX: BALPX (1.34) 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 annual gain was more profitable for investors over the last year : 7.16 vs. AGEAX (6.02). AGEAX return over 5 years is better than : 22.80 vs. BALPX (15.66).
| 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 | 5.205 | 6.107 | 85% |
| Front Load | 3% | 5% | 62% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.5M | 4.75B | 1% |
| Annual Yield % from dividends | 0.00 | 1.34 | - |
| Returns for 1 year | 6.02 | 7.16 | 84% |
| Returns for 3 years | 14.80 | 12.90 | 115% |
| Returns for 5 years | 22.80 | 15.66 | 146% |
| Returns for 10 years | 38.76 | 19.38 | 200% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| INIVX | 16.56 | 0.48 | +2.99% |
| VanEck International Investors Gold A | |||
| RGGHX | 39.74 | 0.12 | +0.30% |
| American Funds Global Balanced R2E | |||
| HIAGX | 23.97 | 0.06 | +0.25% |
| Hartford Disciplined Equity HLS IA | |||
| ESCJX | 14.57 | -0.05 | -0.32% |
| 1290 Essex Small Cap Growth I | |||
| FVIFX | 35.52 | -0.12 | -0.34% |
| Fidelity Advisor Value I | |||