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ARGAX vs BALPX
ARGAX vs BALPX Comparison Chart
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ARGAX vs. BALPX commentary
Mar 12, 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 ARGAX is a Buy and BALPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALPX has more cash in the bank: 4.67B vs. ARGAX (933M). BALPX pays higher dividends than ARGAX: BALPX (1.39) vs ARGAX (0.47). ARGAX was incepted earlier than BALPX: ARGAX (12 years) vs BALPX (17 years). ARGAX (1.78) is less costly to investors than BALPX (1.60). ARGAX is a more actively managed with annual turnover of: 230.00 vs. BALPX (32.00). BALPX initial investment is less costly to investors than ARGAX (3%) vs ARGAX (3%). BALPX has a lower initial minimum investment than ARGAX: BALPX (1000) vs ARGAX (2000). ARGAX annual gain was more profitable for investors over the last year : 3.00 vs. BALPX (1.85). BALPX return over 5 years is better than : 14.29 vs. ARGAX (6.93).
| ARGAX | BALPX | ARGAX / BALPX | |
| Total Expense Ratio | 1.78 | 1.51 | 118% |
| Annual Report Gross Expense Ratio | 1.78 | 1.60 | 111% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 1.555 | 0.841 | 185% |
| Front Load | 3% | 5% | 52% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 933M | 4.67B | 20% |
| Annual Yield % from dividends | 0.47 | 1.39 | 33% |
| Returns for 1 year | 3.00 | 1.85 | 163% |
| Returns for 3 years | 5.31 | 6.27 | 85% |
| Returns for 5 years | 6.93 | 14.29 | 48% |
| Returns for 10 years | 4.15 | -31.27 | -13% |
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