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AGEAX vs BCLPX
AGEAX vs BCLPX Comparison Chart in %
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AGEAX vs. BCLPX 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 BCLPX is a Hold.
FUNDAMENTALS
Fundamentals
BCLPX has more cash in the bank: 4.75B vs. AGEAX (59.5M). BCLPX pays higher dividends than AGEAX: BCLPX (0.69) vs AGEAX (0.00). AGEAX was incepted earlier than BCLPX: AGEAX (12 years) vs BCLPX (18 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). BCLPX (6.30) and AGEAX (6.02) have marching annual gain over last year. AGEAX return over 5 years is better than : 22.80 vs. BCLPX (11.22).
| 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 | 18 years | - |
| Gain YTD | 5.205 | 5.659 | 92% |
| Front Load | 3% | N/A | - |
| 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 | 0.69 | - |
| Returns for 1 year | 6.02 | 6.30 | 96% |
| Returns for 3 years | 14.80 | 10.00 | 148% |
| Returns for 5 years | 22.80 | 11.22 | 203% |
| Returns for 10 years | 38.76 | 10.64 | 364% |
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