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AGEAX vs BILPX
AGEAX vs BILPX Comparison Chart
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AGEAX vs. BILPX commentary
Jun 07, 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: 4.58B vs. AGEAX (58.4M). BILPX pays higher dividends than AGEAX: BILPX (1.51) 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 (5.88) and BILPX (5.73) have marching annual gain over last year. AGEAX return over 5 years is better than : 20.81 vs. BILPX (11.82).
| 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 | 2.986 | 4.500 | 66% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.4M | 4.58B | 1% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | 5.88 | 5.73 | 102% |
| Returns for 3 years | 12.17 | 11.32 | 107% |
| Returns for 5 years | 20.81 | 11.82 | 176% |
| Returns for 10 years | 30.65 | -26.21 | -117% |
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