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AGEAX vs BILPX
AGEAX vs BILPX Comparison Chart in %
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AGEAX vs. BILPX commentary
Jul 01, 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 BILPX is a Buy.
FUNDAMENTALS
Fundamentals
BILPX has more cash in the bank: 4.57B vs. AGEAX (58.8M). BILPX pays higher dividends than AGEAX: BILPX (1.51) vs AGEAX (0.00). AGEAX was incepted earlier than BILPX: AGEAX (12 years) vs BILPX (18 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). BILPX (6.66) and AGEAX (6.64) have marching annual gain over last year. AGEAX return over 5 years is better than : 22.70 vs. BILPX (13.73).
| 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 | 18 years | - |
| Gain YTD | 4.181 | 5.100 | 82% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.8M | 4.57B | 1% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | 6.64 | 6.66 | 100% |
| Returns for 3 years | 14.96 | 13.11 | 114% |
| Returns for 5 years | 22.70 | 13.73 | 165% |
| Returns for 10 years | 34.67 | -25.44 | -136% |
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