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AGEAX vs BILPX
AGEAX vs BILPX Comparison Chart in %
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AGEAX vs. BILPX 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 BILPX is a Hold.
FUNDAMENTALS
Fundamentals
BILPX has more cash in the bank: 4.75B vs. AGEAX (59.5M). BILPX pays higher dividends than AGEAX: BILPX (1.50) 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 annual gain was more profitable for investors over the last year : 7.34 vs. AGEAX (6.02). AGEAX return over 5 years is better than : 22.80 vs. BILPX (17.20).
| 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 | 5.205 | 6.197 | 84% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.5M | 4.75B | 1% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | 6.02 | 7.34 | 82% |
| Returns for 3 years | 14.80 | 13.71 | 108% |
| Returns for 5 years | 22.80 | 17.20 | 133% |
| Returns for 10 years | 38.76 | 22.72 | 171% |
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