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BALPX vs BCLPX
BALPX vs BCLPX Comparison Chart
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BALPX vs. BCLPX commentary
Jun 06, 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 BALPX is a Buy and BCLPX is a Buy.
FUNDAMENTALS
Fundamentals
BALPX (4.58B) and BCLPX (4.58B) have equal amount of cash in the bank . BALPX pays higher dividends than BCLPX: BALPX (1.36) vs BCLPX (0.70). BALPX was incepted earlier than BCLPX: BALPX (17 years) vs BCLPX (17 years). BCLPX (2.37) is less costly to investors than BALPX (1.60). BALPX (32.00) and BCLPX (32.00) have comparable annual turnover. BALPX (1000) and BCLPX (1000) have matching initial minimum investment requirements. BALPX annual gain was more profitable for investors over the last year : 5.46 vs. BCLPX (4.59). BALPX return over 5 years is better than : 10.20 vs. BCLPX (5.93).
| BALPX | BCLPX | BALPX / BCLPX | |
| Total Expense Ratio | 1.51 | 2.28 | 66% |
| Annual Report Gross Expense Ratio | 1.60 | 2.37 | 68% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 4.416 | 4.087 | 108% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 4.58B | 100% |
| Annual Yield % from dividends | 1.36 | 0.70 | 194% |
| Returns for 1 year | 5.46 | 4.59 | 119% |
| Returns for 3 years | 10.74 | 7.97 | 135% |
| Returns for 5 years | 10.20 | 5.93 | 172% |
| Returns for 10 years | -29.02 | -36.40 | 80% |
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