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AGEAX vs BILPX
AGEAX vs BILPX Comparison Chart
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AGEAX vs. BILPX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
BILPX has more cash in the bank: 4.75B vs. AGEAX (67.8M). BILPX pays higher dividends than AGEAX: BILPX (1.97) vs AGEAX (0.46). AGEAX was incepted earlier than BILPX: AGEAX (12 years) vs BILPX (17 years). AGEAX is a more actively managed with annual turnover of: 216.00 vs. BILPX (33.00). AGEAX has a lower initial minimum investment than BILPX: AGEAX (2000) vs BILPX (2000000). BILPX annual gain was more profitable for investors over the last year : 2.61 vs. AGEAX (1.66). AGEAX return over 5 years is better than : 21.30 vs. BILPX (6.20).
| AGEAX | BILPX | AGEAX / BILPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 1.480 | 2.102 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.8M | 4.75B | 1% |
| Annual Yield % from dividends | 0.46 | 1.97 | 23% |
| Returns for 1 year | 1.66 | 2.61 | 64% |
| Returns for 3 years | 7.36 | 6.85 | 107% |
| Returns for 5 years | 21.30 | 6.20 | 344% |
| Returns for 10 years | 26.09 | -29.52 | -88% |
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