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AGEAX vs BCLPX
AGEAX vs BCLPX Comparison Chart
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AGEAX vs. BCLPX 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 BCLPX is a Buy.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.46B vs. AGEAX (62.3M). BCLPX pays higher dividends than AGEAX: BCLPX (0.72) vs AGEAX (0.00). AGEAX was incepted earlier than BCLPX: AGEAX (12 years) vs BCLPX (17 years). BCLPX (2.37) is less costly to investors than AGEAX (1.75). AGEAX is a more actively managed with annual turnover of: 305.00 vs. BCLPX (32.00). BCLPX has a lower initial minimum investment than AGEAX: BCLPX (1000) vs AGEAX (2000). AGEAX annual gain was more profitable for investors over the last year : 2.61 vs. BCLPX (-0.48). AGEAX return over 5 years is better than : 22.80 vs. BCLPX (5.54).
| AGEAX | BCLPX | AGEAX / BCLPX | |
| Total Expense Ratio | 1.73 | 2.28 | 76% |
| Annual Report Gross Expense Ratio | 1.75 | 2.37 | 74% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 0.512 | -0.841 | -61% |
| Front Load | 3% | N/A | - |
| 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 | 0.72 | - |
| Returns for 1 year | 2.61 | -0.48 | -547% |
| Returns for 3 years | 6.90 | 1.51 | 456% |
| Returns for 5 years | 22.80 | 5.54 | 412% |
| Returns for 10 years | 26.60 | -40.05 | -66% |
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