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AGEAX vs BILPX
AGEAX vs BILPX Comparison Chart
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AGEAX vs. BILPX 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 BILPX is a Buy.
FUNDAMENTALS
Fundamentals
BILPX has more cash in the bank: 4.46B vs. AGEAX (62.3M). BILPX pays higher dividends than AGEAX: BILPX (1.55) vs AGEAX (0.00). AGEAX was incepted earlier than BILPX: AGEAX (12 years) vs BILPX (17 years). AGEAX (1.75) is less costly to investors than BILPX (1.37). AGEAX is a more actively managed with annual turnover of: 305.00 vs. BILPX (32.00). AGEAX has a lower initial minimum investment than BILPX: AGEAX (2000) vs BILPX (2000000). AGEAX annual gain was more profitable for investors over the last year : 2.61 vs. BILPX (0.57). AGEAX return over 5 years is better than : 22.80 vs. BILPX (11.46).
| AGEAX | BILPX | AGEAX / BILPX | |
| Total Expense Ratio | 1.73 | 1.29 | 134% |
| Annual Report Gross Expense Ratio | 1.75 | 1.37 | 128% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 0.512 | -0.600 | -85% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.3M | 4.46B | 1% |
| Annual Yield % from dividends | 0.00 | 1.55 | - |
| Returns for 1 year | 2.61 | 0.57 | 456% |
| Returns for 3 years | 6.90 | 4.93 | 140% |
| Returns for 5 years | 22.80 | 11.46 | 199% |
| Returns for 10 years | 26.60 | -30.32 | -88% |
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